ICA 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
2023
Q2
Sell
-500
Closed -$17.6K 1369
2023
Q1
$17.6K Sell
500
-1,500
-75% -$52.9K ﹤0.01% 693
2022
Q4
$73K Buy
+2,000
New +$73K 0.02% 428