GHAM
Gilman Hill Asset Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-324,312
| Closed | -$8.45M | – | 221 |
|
|
2022
Q1 | $8.45M | Sell |
324,312
-6,483
| -2% | -$169K | 1.92% | 9 |
|
|
2021
Q4 | $7.79M | Buy |
330,795
+35,788
| +12% | +$843K | 1.74% | 15 |
|
|
2021
Q3 | $7.38M | Sell |
295,007
-413
| -0.1% | -$10.3K | 1.88% | 15 |
|
|
2021
Q2 | $6.94M | Buy |
295,420
+2,972
| +1% | +$69.8K | 1.78% | 19 |
|
|
2021
Q1 | $6.38M | Buy |
+292,448
| New | +$6.38M | 1.77% | 17 |
|