WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,490
| Closed | -$47.5K | – | 660 |
|
|
2023
Q2 | $47.5K | Hold |
1,490
| – | – | 0.01% | 520 |
|
|
2023
Q1 | $52.5K | Buy |
+1,490
| New | +$52.5K | 0.01% | 543 |
|
|
2017
Q2 | – | Sell |
-506
| Closed | -$11.6K | – | 288 |
|
|
2017
Q1 | $11.6K | Buy |
+506
| New | +$11.6K | 0.04% | 249 |
|
|
2016
Q3 | $22.7K | Sell |
1,006
-500
| -33% | -$11.3K | 0.01% | 458 |
|
|
2016
Q2 | $23.1K | Buy |
+1,506
| New | +$23.1K | ﹤0.01% | 1327 |
|
|
2015
Q4 | $16.8K | Buy |
+506
| New | +$16.8K | ﹤0.01% | 982 |
|
|
2015
Q2 | – | Sell |
-505
| Closed | -$16K | – | 469 |
|
|
2015
Q1 | $16K | Buy |
+505
| New | +$16K | 0.01% | 336 |
|