Shilanski & Associates’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 |
-31,565
| Closed | -$1.09M | – | 114 |
|
|
2023
Q1 | $1.09M | Buy |
31,565
+729
| +2% | +$25.1K | 0.49% | 56 |
|
|
2022
Q4 | $1.13M | Buy |
+30,836
| New | +$1.13M | 0.49% | 54 |
|
|
2022
Q3 | – | Sell |
-32,349
| Closed | -$1.15M | – | 172 |
|
|
2022
Q2 | $1.15M | Buy |
+32,349
| New | +$1.15M | 0.54% | 48 |
|
|
2022
Q1 | – | Sell |
-50,552
| Closed | -$1.2M | – | 133 |
|
|
2021
Q4 | $1.2M | Buy |
50,552
+511
| +1% | +$12.1K | 0.51% | 55 |
|
|
2021
Q3 | $1.25M | Buy |
+50,041
| New | +$1.25M | 0.58% | 53 |
|