Seeyond’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-236,096
Closed -$5.54M 625
2019
Q4
$5.54M Sell
236,096
-16,913
-7% -$397K 0.58% 27
2019
Q3
$5.98M Buy
253,009
+191,270
+310% +$4.52M 0.62% 23
2019
Q2
$1.81M Sell
61,739
-96,895
-61% -$2.84M 0.19% 191
2019
Q1
$3.8M Buy
158,634
+41,149
+35% +$985K 0.36% 50
2018
Q4
$2.98M Buy
+117,485
New +$2.98M 0.41% 34