EWM
Endurance Wealth Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16K | Hold |
502
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $18K | Hold |
502
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $18K | Hold |
502
| – | – | ﹤0.01% | 420 |
|
|
2022
Q3 | $21K | Hold |
502
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $18K | Hold |
502
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $13K | Hold |
502
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $12K | Hold |
502
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $13K | Hold |
502
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $11K | Hold |
502
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $11K | Sell |
502
-16,585
| -97% | -$363K | ﹤0.01% | 520 |
|
|
2020
Q4 | $271K | Sell |
17,087
-3,575
| -17% | -$56.7K | 0.03% | 182 |
|
|
2020
Q3 | $337K | Sell |
20,662
-2,300
| -10% | -$37.5K | 0.05% | 154 |
|
|
2020
Q2 | $328K | Sell |
22,962
-7,075
| -24% | -$101K | 0.05% | 148 |
|
|
2020
Q1 | $423K | Sell |
30,037
-10,475
| -26% | -$148K | 0.08% | 131 |
|
|
2019
Q4 | $951K | Sell |
40,512
-6,190
| -13% | -$145K | 0.15% | 97 |
|
|
2019
Q3 | $1.1M | Sell |
46,702
-5,375
| -10% | -$127K | 0.18% | 91 |
|
|
2019
Q2 | $1.53M | Sell |
52,077
-7,175
| -12% | -$210K | 0.24% | 78 |
|
|
2019
Q1 | $1.42M | Sell |
59,252
-3,250
| -5% | -$77.8K | 0.23% | 80 |
|
|
2018
Q4 | $1.59M | Sell |
62,502
-10,965
| -15% | -$278K | 0.3% | 78 |
|
|
2018
Q3 | $1.89M | Sell |
73,467
-15,475
| -17% | -$399K | 0.3% | 73 |
|
|
2018
Q2 | $2.03M | Sell |
88,942
-10,798
| -11% | -$246K | 0.33% | 72 |
|
|
2018
Q1 | $2.53M | Sell |
99,740
-28,175
| -22% | -$716K | 0.43% | 61 |
|
|
2017
Q4 | $3.35M | Sell |
127,915
-8,585
| -6% | -$225K | 0.54% | 52 |
|
|
2017
Q3 | $3.62M | Sell |
136,500
-6,775
| -5% | -$179K | 0.6% | 52 |
|
|
2017
Q2 | $4.43M | Sell |
143,275
-16,174
| -10% | -$500K | 0.75% | 45 |
|
|
2017
Q1 | $3.71M | Sell |
159,449
-110,425
| -41% | -$2.57M | 0.64% | 47 |
|
|
2016
Q4 | $6.2M | Sell |
269,874
-22,715
| -8% | -$522K | 1.11% | 31 |
|
|
2016
Q3 | $6.68M | Sell |
292,589
-19,350
| -6% | -$442K | 1.2% | 31 |
|
|
2016
Q2 | $7.18M | Sell |
311,939
-4,534
| -1% | -$104K | 1.35% | 24 |
|
|
2016
Q1 | $8.36K | Sell |
316,473
-9,874
| -3% | -$261 | 1.17% | 18 |
|
|
2015
Q4 | $10.9M | Buy |
326,347
+1,374
| +0.4% | +$45.8K | 2.07% | 9 |
|
|
2015
Q3 | $11.5M | Buy |
324,973
+23,946
| +8% | +$845K | 2.01% | 8 |
|
|
2015
Q2 | $8.93M | Buy |
301,027
+2,975
| +1% | +$88.2K | 1.5% | 15 |
|
|
2015
Q1 | $9.56M | Sell |
298,052
-15
| -0% | -$481 | 1.67% | 11 |
|
|
2014
Q4 | $10M | Buy |
298,067
+1,550
| +0.5% | +$52.2K | 1.8% | 9 |
|
|
2014
Q3 | $9.19M | Sell |
296,517
-1,400
| -0.5% | -$43.4K | 1.72% | 12 |
|
|
2014
Q2 | $9.99M | Buy |
297,917
+1,924
| +0.7% | +$64.5K | 1.66% | 12 |
|
|
2014
Q1 | $8.94M | Buy |
295,993
+5,101
| +2% | +$154K | 1.74% | 14 |
|
|
2013
Q4 | $8.45M | Buy |
290,892
+28,374
| +11% | +$824K | 1.67% | 15 |
|
|
2013
Q3 | $7M | Sell |
262,518
-1,600
| -0.6% | -$42.7K | 1.48% | 20 |
|
|
2013
Q2 | $7.33M | Buy |
+264,118
| New | +$7.33M | 1.64% | 14 |
|