Liberty 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
2020
Q4
Sell
-1,583
Closed -$26K 1005
2020
Q3
$26K Sell
1,583
-104
-6% -$1.71K 0.02% 358
2020
Q2
$24K Buy
+1,687
New +$24K 0.02% 350
2019
Q1
Sell
-326
Closed -$8K 777
2018
Q4
$8K Buy
+326
New +$8K 0.01% 469