Accel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-127
| Closed | -$4.47K | – | 475 |
|
|
2023
Q1 | $4.47K | Buy |
127
+1
| +0.8% | +$35 | ﹤0.01% | 1028 |
|
|
2022
Q4 | $4.59K | Hold |
126
| – | – | ﹤0.01% | 824 |
|
|
2022
Q3 | $5K | Buy |
126
+1
| +0.8% | +$40 | ﹤0.01% | 839 |
|
|
2022
Q2 | $5K | Sell |
125
-214
| -63% | -$8.56K | ﹤0.01% | 805 |
|
|
2022
Q1 | $9K | Buy |
339
+3
| +0.9% | +$80 | ﹤0.01% | 720 |
|
|
2021
Q4 | $8K | Buy |
336
+121
| +56% | +$2.88K | ﹤0.01% | 742 |
|
|
2021
Q3 | $5K | Sell |
215
-119
| -36% | -$2.77K | ﹤0.01% | 738 |
|
|
2021
Q2 | $8K | Buy |
334
+2
| +0.6% | +$48 | 0.01% | 725 |
|
|
2021
Q1 | $7K | Buy |
332
+2
| +0.6% | +$42 | 0.01% | 707 |
|
|
2020
Q4 | $5K | Buy |
+330
| New | +$5K | ﹤0.01% | 713 |
|