Evoke Wealth’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23
| Closed | -$1K | – | 1204 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 1175 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q4 | $0 | Sell |
23
-62
| -73% | – | ﹤0.01% | 1064 |
|
|
2020
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 934 |
|
|
2020
Q2 | $1K | Sell |
85
-214
| -72% | -$2.52K | ﹤0.01% | 975 |
|
|
2020
Q1 | $4.28K | Sell |
299
-1,944
| -87% | -$27.8K | ﹤0.01% | 646 |
|
|
2019
Q4 | $53.2K | Sell |
2,243
-9
| -0.4% | -$214 | 0.01% | 397 |
|
|
2019
Q3 | $53.8K | Buy |
+2,252
| New | +$53.8K | 0.01% | 452 |
|