Avidian Wealth Enterprises’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-22,177
Closed -$564K 107
2018
Q1
$564K Buy
22,177
+6,295
+40% +$160K 0.19% 45
2017
Q4
$416 Buy
+15,882
New +$416 0.11% 63