EFS
Essex Financial Services’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,690
| Closed | -$330K | – | 498 |
|
|
2022
Q1 | $330K | Buy |
12,690
+1,255
| +11% | +$32.6K | 0.03% | 352 |
|
|
2021
Q4 | $269K | Buy |
11,435
+1,075
| +10% | +$25.3K | 0.03% | 391 |
|
|
2021
Q3 | $259K | Buy |
10,360
+450
| +5% | +$11.3K | 0.03% | 377 |
|
|
2021
Q2 | $216K | Hold |
9,910
| – | – | 0.03% | 418 |
|
|
2021
Q1 | $216K | Buy |
+9,910
| New | +$216K | 0.04% | 328 |
|