CWA
Carolina Wealth Advisors’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150,468
| Closed | -$5.32M | – | 273 |
|
|
2022
Q2 | $5.32M | Sell |
150,468
-750
| -0.5% | -$26.5K | 3.51% | 5 |
|
|
2022
Q1 | $3.94M | Buy |
151,218
+3,270
| +2% | +$85.2K | 2.49% | 16 |
|
|
2021
Q4 | $3.49M | Buy |
147,948
+8,931
| +6% | +$210K | 1.97% | 22 |
|
|
2021
Q3 | $3.48M | Sell |
139,017
-5,347
| -4% | -$134K | 2.3% | 19 |
|
|
2021
Q2 | $3.39M | Buy |
144,364
+4,766
| +3% | +$112K | 2.28% | 20 |
|
|
2021
Q1 | $3.04M | Sell |
139,598
-4,045
| -3% | -$88.2K | 2.22% | 24 |
|
|
2020
Q4 | $2.28M | Sell |
143,643
-12,614
| -8% | -$200K | 1.83% | 25 |
|
|
2020
Q3 | $2.55M | Buy |
156,257
+158
| +0.1% | +$2.57K | 2.24% | 17 |
|
|
2020
Q2 | $2.23M | Buy |
156,099
+2,865
| +2% | +$40.9K | 2.16% | 22 |
|
|
2020
Q1 | $2.16M | Buy |
153,234
+145,383
| +1,852% | +$2.05M | 2.49% | 20 |
|
|
2019
Q4 | $184K | Buy |
+7,851
| New | +$184K | 0.17% | 51 |
|