ETF Managers Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $992K | Buy |
28,128
+419
| +2% | +$15.5K | 0.03% | 216 |
|
|
2022
Q4 | $1.01M | Sell |
27,709
-15,551
| -36% | -$632K | 0.05% | 149 |
|
|
2022
Q3 | $1.84M | Buy |
43,260
+17,966
| +71% | +$760K | 0.06% | 156 |
|
|
2022
Q2 | $875K | Buy |
+25,294
| New | +$781K | 0.03% | 248 |
|
|
2021
Q2 | – | Sell |
-23,994
| Closed | -$523K | – | 724 |
|
|
2021
Q1 | $523K | Buy |
23,994
+2,923
| +14% | +$55.2K | 0.01% | 427 |
|
|
2020
Q4 | $327K | Buy |
21,071
+2,854
| +16% | +$49.3K | 0.01% | 536 |
|
|
2020
Q3 | $295K | Buy |
18,217
+1,116
| +7% | +$16.4K | 0.01% | 484 |
|
|
2020
Q2 | $243K | Buy |
17,101
+5,430
| +47% | +$85.8K | 0.01% | 522 |
|
|
2020
Q1 | $163K | Buy |
11,671
+1,196
| +11% | +$25K | 0.01% | 491 |
|
|
2019
Q4 | $245K | Buy |
10,475
+2,479
| +31% | +$59.5K | 0.01% | 486 |
|
|
2019
Q3 | $187K | Buy |
7,996
+299
| +4% | +$7.91K | 0.01% | 454 |
|
|
2019
Q2 | $223K | Buy |
7,697
+1,949
| +34% | +$52.4K | 0.01% | 325 |
|
|
2019
Q1 | $138K | Buy |
5,748
+617
| +12% | +$15.2K | 0.01% | 425 |
|
|
2018
Q4 | $130K | Buy |
5,131
+699
| +16% | +$18.7K | 0.01% | 380 |
|
|
2018
Q3 | $114K | Buy |
4,432
+466
| +12% | +$11.8K | ﹤0.01% | 428 |
|
|
2018
Q2 | $87 | Buy |
3,966
+923
| +30% | +$24.5K | 0.01% | 243 |
|
|
2018
Q1 | $75K | Buy |
3,043
+380
| +14% | +$10K | ﹤0.01% | 407 |
|
|
2017
Q4 | $71K | Buy |
2,663
+380
| +17% | +$9.86K | 0.01% | 371 |
|
|
2017
Q3 | $60K | Buy |
2,283
+190
| +9% | +$5.52K | 0.01% | 260 |
|
|
2017
Q2 | $65K | Buy |
+2,093
| New | +$54.9K | 0.01% | 215 |
|
|
2016
Q1 | $23K | Buy |
+989
| New | +$31.1K | 0.02% | 442 |
|
Other funds holding HRB
