Kavar Capital Partners Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$7K | – | 280 |
|
|
2019
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 396 |
|
|
2016
Q2 | – | Sell |
-50,750
| Closed | -$1.34M | – | 101 |
|
|
2016
Q1 | $1.34M | Sell |
50,750
-1,100
| -2% | -$29.1K | 0.89% | 56 |
|
|
2015
Q4 | $1.73M | Buy |
51,850
+7,100
| +16% | +$236K | 1.11% | 41 |
|
|
2015
Q3 | $1.62M | Buy |
44,750
+700
| +2% | +$25.3K | 1.14% | 37 |
|
|
2015
Q2 | $1.31M | Buy |
+44,050
| New | +$1.31M | 0.89% | 48 |
|