TFO Wealth Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$147 | – | 375 |
|
|
2024
Q1 | $147 | Hold |
3
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $145 | Hold |
3
| – | – | ﹤0.01% | 728 |
|
|
2023
Q3 | $96 | Hold |
3
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $96 | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2023
Q1 | $106 | Buy |
3
+2
| +200% | +$71 | ﹤0.01% | 632 |
|
|
2022
Q4 | $709 | Buy |
+1
| New | +$709 | ﹤0.01% | 426 |
|