Foundry Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-269,892
| Closed | -$6.75M | – | 364 |
|
2021
Q3 | $6.75M | Sell |
269,892
-12,875
| -5% | -$322K | 0.24% | 144 |
|
2021
Q2 | $6.64M | Sell |
282,767
-8,538
| -3% | -$200K | 0.23% | 147 |
|
2021
Q1 | $6.35M | Sell |
291,305
-145,515
| -33% | -$3.17M | 0.21% | 151 |
|
2020
Q4 | $6.93M | Buy |
436,820
+134,048
| +44% | +$2.13M | 0.27% | 122 |
|
2020
Q3 | $4.93M | Buy |
+302,772
| New | +$4.93M | 0.24% | 133 |
|