Number of Shares
4,865.00
Current Holdings Value*
$293,700.00
% of Portfolio
4.23%
Total Estimate Gain
$1,897.35
% of Total Estimate Gain
0.71%

Canterbury Portfolio Thermostat Fund's H&R Block Inc Holding Summary

As of 2025-04-30, Capitol Series Trust held 4,865.00 shares of H&R Block Inc(HRB), totaling $293,700.00. This investment constitutes 4.23% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding H&R Block Inc(HRB) stock.

The initial trade took place in 2025Q2. And since then Canterbury Portfolio Thermostat Fund has made 1 purchases of HRB, at an average price of $55.05, for a total of 4,865.00 shares. Based on historical transaction data and HRB's current price of $55.44, Canterbury Portfolio Thermostat Fund's estimated gain on his HRB holdings is $1,897.35, reflecting a 0.71% gain to date.

Canterbury Portfolio Thermostat Fund HRB ($55.44) Holding Chart

Canterbury Portfolio Thermostat Fund HRB ($55.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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