Longfellow Investment Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,034
| Closed | -$27K | – | 385 |
|
|
2022
Q1 | $27K | Hold |
1,034
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $25K | Hold |
1,034
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $26K | Hold |
1,034
| – | – | ﹤0.01% | 317 |
|
|
2021
Q2 | $25K | Sell |
1,034
-448
| -30% | -$10.8K | ﹤0.01% | 330 |
|
|
2021
Q1 | $33K | Hold |
1,482
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $24K | Buy |
+1,482
| New | +$24K | ﹤0.01% | 414 |
|