Cetera Advisor Networks’s H&R Block HRB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $353K | Buy |
7,179
+1,550
| +28% | +$76.1K | ﹤0.01% | 2167 |
|
2023
Q4 | $272K | Buy |
+5,629
| New | +$272K | ﹤0.01% | 2312 |
|
2023
Q2 | – | Sell |
-5,779
| Closed | -$204K | – | 2642 |
|
2023
Q1 | $204K | Buy |
+5,779
| New | +$204K | ﹤0.01% | 2315 |
|
2020
Q3 | – | Sell |
-12,284
| Closed | -$175K | – | 2009 |
|
2020
Q2 | $175K | Buy |
12,284
+142
| +1% | +$2.02K | ﹤0.01% | 1196 |
|
2020
Q1 | $171K | Buy |
12,142
+3,536
| +41% | +$49.8K | 0.01% | 1005 |
|
2019
Q4 | $202K | Buy |
+8,606
| New | +$202K | 0.01% | 1153 |
|