Virtu Financial’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-19,595
| Closed | -$624K | – | 1550 |
|
2023
Q2 | $624K | Buy |
+19,595
| New | +$624K | 0.05% | 332 |
|
2022
Q2 | – | Sell |
-8,318
| Closed | -$217K | – | 1783 |
|
2022
Q1 | $217K | Buy |
+8,318
| New | +$217K | 0.02% | 740 |
|
2021
Q2 | – | Sell |
-16,816
| Closed | -$367K | – | 1745 |
|
2021
Q1 | $367K | Sell |
16,816
-1,105
| -6% | -$24.1K | 0.03% | 690 |
|
2020
Q4 | $284K | Buy |
+17,921
| New | +$284K | 0.03% | 665 |
|
2019
Q4 | – | Sell |
-33,225
| Closed | -$784K | – | 1608 |
|
2019
Q3 | $784K | Buy |
+33,225
| New | +$784K | 0.06% | 354 |
|
2018
Q1 | – | Sell |
-12,359
| Closed | -$324K | – | 2219 |
|
2017
Q4 | $324K | Buy |
+12,359
| New | +$324K | 0.02% | 1199 |
|