B. Riley Wealth Advisors’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
Q1 | – | Sell |
-10,528
| Closed | -$387K | – | 1567 |
|
|
2022
Q4 | $387K | Buy |
+10,528
| New | +$387K | 0.01% | 898 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$3 | – | 1194 |
|
|
2014
Q4 | $3 | Buy |
+100
| New | +$3 | ﹤0.01% | 3299 |
|
|
2014
Q3 | – | Sell |
-516
| Closed | -$17.3K | – | 1195 |
|
|
2014
Q2 | $17.3K | Buy |
+516
| New | +$17.3K | ﹤0.01% | 1532 |
|