Sutton 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 |
-19
| Closed | -$694 | – | 1146 |
|
|
2022
Q4 | $694 | Hold |
19
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q3 | $808 | Hold |
19
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q2 | $671 | Hold |
19
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q1 | $495 | Hold |
19
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q4 | $448 | Buy |
+19
| New | +$448 | ﹤0.01% | 1547 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1052 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1014 |
|