O'Shares Investment Advisers’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 |
-73,521
| Closed | -$1.91M | – | 106 |
|
|
2022
Q1 | $1.91M | Buy |
73,521
+3,950
| +6% | +$103K | 0.15% | 168 |
|
|
2021
Q4 | $1.64M | Buy |
69,571
+2,391
| +4% | +$56.3K | 0.12% | 189 |
|
|
2021
Q3 | $1.68M | Buy |
+67,180
| New | +$1.68M | 0.12% | 177 |
|
|
2020
Q3 | – | Sell |
-19,456
| Closed | -$278K | – | 297 |
|
|
2020
Q2 | $278K | Buy |
+19,456
| New | +$278K | 0.03% | 243 |
|