ClariVest Asset Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-193
| Closed | -$7K | – | 713 |
|
|
2023
Q1 | $7K | Sell |
193
-8
| -4% | -$290 | ﹤0.01% | 472 |
|
|
2022
Q4 | $7K | Hold |
201
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $9K | Hold |
201
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $7K | Buy |
+201
| New | +$7K | ﹤0.01% | 480 |
|
|
2022
Q1 | – | Sell |
-24,524
| Closed | -$578K | – | 755 |
|
|
2021
Q4 | $578K | Hold |
24,524
| – | – | 0.02% | 415 |
|
|
2021
Q3 | $613K | Hold |
24,524
| – | – | 0.02% | 409 |
|
|
2021
Q2 | $576K | Sell |
24,524
-265
| -1% | -$6.22K | 0.02% | 414 |
|
|
2021
Q1 | $541K | Sell |
24,789
-7
| -0% | -$153 | 0.02% | 398 |
|
|
2020
Q4 | $393K | Buy |
24,796
+24,200
| +4,060% | +$384K | 0.01% | 429 |
|
|
2020
Q3 | $9K | Sell |
596
-227
| -28% | -$3.43K | ﹤0.01% | 493 |
|
|
2020
Q2 | $12K | Buy |
+823
| New | +$12K | ﹤0.01% | 548 |
|