Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-757
| Closed | -$12K | – | 323 |
|
|
2020
Q4 | $12K | Hold |
757
| – | – | 0.01% | 212 |
|
|
2020
Q3 | $12K | Buy |
757
+22
| +3% | +$349 | 0.01% | 203 |
|
|
2020
Q2 | $10K | Hold |
735
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $10K | Hold |
735
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $17K | Hold |
735
| – | – | 0.01% | 172 |
|
|
2019
Q3 | $17K | Hold |
735
| – | – | 0.02% | 182 |
|
|
2019
Q2 | $21K | Hold |
735
| – | – | 0.03% | 146 |
|
|
2019
Q1 | $18K | Buy |
+735
| New | +$18K | 0.02% | 170 |
|