Simplicity Solutions’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $343K | Buy |
+7,089
| New | +$343K | 0.01% | 795 |
|
|
2021
Q1 | – | Sell |
-16,402
| Closed | -$260K | – | 703 |
|
|
2020
Q4 | $260K | Sell |
16,402
-708
| -4% | -$11.2K | ﹤0.01% | 828 |
|
|
2020
Q3 | $279K | Sell |
17,110
-896
| -5% | -$14.6K | 0.01% | 736 |
|
|
2020
Q2 | $257K | Sell |
18,006
-2,369
| -12% | -$33.8K | 0.01% | 768 |
|
|
2020
Q1 | $287K | Buy |
+20,375
| New | +$287K | 0.01% | 617 |
|