V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,500
| Closed | -$534K | – | 430 |
|
|
2022
Q1 | $534K | Sell |
20,500
-1,300
| -6% | -$33.9K | 0.09% | 235 |
|
|
2021
Q4 | $514K | Sell |
21,800
-10,700
| -33% | -$252K | 0.08% | 250 |
|
|
2021
Q3 | $813K | Sell |
32,500
-500
| -2% | -$12.5K | 0.13% | 174 |
|
|
2021
Q2 | $775K | Buy |
+33,000
| New | +$775K | 0.12% | 190 |
|