TWA
TCI Wealth Advisors’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-481
| Closed | -$17K | – | 1097 |
|
|
2023
Q1 | $17K | Buy |
481
+212
| +79% | +$7.47K | ﹤0.01% | 798 |
|
|
2022
Q4 | $9.82K | Sell |
269
-90
| -25% | -$3.29K | ﹤0.01% | 1080 |
|
|
2022
Q3 | $15K | Buy |
359
+183
| +104% | +$7.65K | ﹤0.01% | 796 |
|
|
2022
Q2 | $6K | Hold |
176
| – | – | ﹤0.01% | 1350 |
|
|
2022
Q1 | $5K | Hold |
176
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q4 | $4K | Sell |
176
-12
| -6% | -$273 | ﹤0.01% | 1826 |
|
|
2021
Q3 | $5K | Buy |
188
+12
| +7% | +$319 | ﹤0.01% | 1581 |
|
|
2021
Q2 | $4K | Hold |
176
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q1 | $4K | Sell |
176
-73
| -29% | -$1.66K | ﹤0.01% | 1358 |
|
|
2020
Q4 | $4K | Buy |
249
+62
| +33% | +$996 | ﹤0.01% | 946 |
|
|
2020
Q3 | $3K | Buy |
+187
| New | +$3K | ﹤0.01% | 937 |
|
|
2016
Q4 | – | Sell |
-102
| Closed | -$2K | – | 1402 |
|
|
2016
Q3 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 972 |
|
|
2016
Q2 | – | Sell |
-365
| Closed | -$10K | – | 1333 |
|
|
2016
Q1 | $10K | Hold |
365
| – | – | 0.01% | 577 |
|
|
2015
Q4 | $12K | Hold |
365
| – | – | 0.01% | 538 |
|
|
2015
Q3 | $13K | Hold |
365
| – | – | 0.01% | 459 |
|
|
2015
Q2 | $11K | Buy |
+365
| New | +$11K | 0.01% | 507 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$56K | – | 806 |
|
|
2013
Q2 | $56K | Buy |
+2,000
| New | +$56K | 0.04% | 206 |
|