Wakefield Asset Management’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 Q4	–	Sell	-130,496	Closed	-$2.13M	–	173
2020 Q3	$2.13M	Sell	130,496 -873	-0.7%	-$14.2K	1%	41
2020 Q2	$1.88M	Buy	+131,369	New	+$1.88M	0.89%	41