KCM Investment Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-10,101
Closed -$267K 527
2016
Q1
$267K Buy
10,101
+151
+2% +$3.99K 0.02% 439
2015
Q4
$331K Hold
9,950
0.03% 395
2015
Q3
$360K Sell
9,950
-950
-9% -$34.4K 0.03% 390
2015
Q2
$323K Buy
+10,900
New +$323K 0.03% 416