Wilen Investment Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $210K | Hold |
5,000
| – | – | 0.21% | 45 |
|
|
2022
Q2 | $175K | Hold |
5,000
| – | – | 0.15% | 50 |
|
|
2022
Q1 | $127K | Buy |
5,000
+200
| +4% | +$5.08K | 0.1% | 61 |
|
|
2021
Q4 | $110K | Hold |
4,800
| – | – | 0.08% | 61 |
|
|
2021
Q3 | $118K | Buy |
+4,800
| New | +$118K | 0.1% | 60 |
|
|
2021
Q1 | – | Sell |
-4,500
| Closed | -$70K | – | 68 |
|
|
2020
Q4 | $70K | Buy |
+4,500
| New | +$70K | 0.07% | 71 |
|