Schubert & Co’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$2.29K | – | 705 |
|
|
2023
Q1 | $2.29K | Sell |
65
-23
| -26% | -$811 | ﹤0.01% | 847 |
|
|
2022
Q4 | $3.21K | Sell |
88
-2
| -2% | -$73 | ﹤0.01% | 613 |
|
|
2022
Q3 | $4K | Buy |
90
+27
| +43% | +$1.2K | ﹤0.01% | 492 |
|
|
2022
Q2 | $2K | Buy |
63
+36
| +133% | +$1.14K | ﹤0.01% | 789 |
|
|
2022
Q1 | $1K | Buy |
27
+6
| +29% | +$222 | ﹤0.01% | 732 |
|
|
2021
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1128 |
|