Vestmark Advisory Solutions’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 |
-11,630
| Closed | -$303K | – | 884 |
|
|
2022
Q1 | $303K | Sell |
11,630
-1,072
| -8% | -$27.9K | 0.02% | 714 |
|
|
2021
Q4 | $299K | Sell |
12,702
-962
| -7% | -$22.6K | 0.02% | 712 |
|
|
2021
Q3 | $342K | Buy |
13,664
+2,558
| +23% | +$64K | 0.02% | 624 |
|
|
2021
Q2 | $261K | Sell |
11,106
-684
| -6% | -$16.1K | 0.02% | 670 |
|
|
2021
Q1 | $257K | Buy |
+11,790
| New | +$257K | 0.02% | 639 |
|