One Wealth Advisors’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
Q1 | – | Sell |
-5,364
| Closed | -$196K | – | 371 |
|
|
2022
Q4 | $196K | Sell |
5,364
-4,158
| -44% | -$152K | 0.04% | 197 |
|
|
2022
Q3 | $405K | Sell |
9,522
-2,680
| -22% | -$114K | 0.13% | 91 |
|
|
2022
Q2 | $431K | Buy |
12,202
+552
| +5% | +$19.5K | 0.12% | 100 |
|
|
2022
Q1 | $303K | Buy |
11,650
+1,401
| +14% | +$36.4K | 0.07% | 146 |
|
|
2021
Q4 | $241K | Sell |
10,249
-1,205
| -11% | -$28.3K | 0.06% | 168 |
|
|
2021
Q3 | $286K | Buy |
+11,454
| New | +$286K | 0.08% | 158 |
|
|
2018
Q1 | – | Sell |
-26,935
| Closed | -$706K | – | 548 |
|
|
2017
Q4 | $706K | Buy |
+26,935
| New | +$706K | 0.57% | 17 |
|