Marshall Wace North America’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
Q1 | – | Sell |
-80,738
| Closed | -$1.28M | – | 1578 |
|
|
2020
Q4 | $1.28M | Sell |
80,738
-391,425
| -83% | -$6.21M | 0.01% | 879 |
|
|
2020
Q3 | $7.69M | Buy |
+472,163
| New | +$7.69M | 0.05% | 324 |
|
|
2018
Q3 | – | Sell |
-9,623
| Closed | -$219K | – | 1107 |
|
|
2018
Q2 | $219K | Sell |
9,623
-82,477
| -90% | -$1.88M | ﹤0.01% | 1252 |
|
|
2018
Q1 | $2.34M | Buy |
+92,100
| New | +$2.34M | 0.01% | 772 |
|
|
2017
Q3 | – | Sell |
-197,641
| Closed | -$6.13M | – | 1376 |
|
|
2017
Q2 | $6.13M | Buy |
197,641
+169,558
| +604% | +$5.26M | 0.04% | 447 |
|
|
2017
Q1 | $646K | Buy |
+28,083
| New | +$646K | 0.01% | 772 |
|
|
2013
Q4 | $1.45M | Sell |
49,912
-624,009
| -93% | -$18.1M | 0.03% | 337 |
|
|
2013
Q3 | $18M | Buy |
673,921
+633,818
| +1,580% | +$16.9M | 0.55% | 44 |
|
|
2013
Q2 | $1.11M | Buy |
+40,103
| New | +$1.11M | 0.09% | 220 |
|