KWILP
Kiwi Wealth Investments Limited Partnership’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,392
| Closed | -$331K | – | 109 |
|
|
2023
Q2 | $331K | Hold |
10,392
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $366K | Sell |
10,392
-49,801
| -83% | -$1.76M | 0.02% | 165 |
|
|
2022
Q4 | $2.2M | Buy |
60,193
+15,740
| +35% | +$575K | 0.15% | 137 |
|
|
2022
Q3 | $1.57M | Hold |
44,453
| – | – | 0.11% | 149 |
|
|
2022
Q2 | $1.57M | Sell |
44,453
-47,247
| -52% | -$1.67M | 0.11% | 149 |
|
|
2022
Q1 | $2.39M | Hold |
91,700
| – | – | 0.13% | 158 |
|
|
2021
Q4 | $2.16M | Sell |
91,700
-2,423
| -3% | -$57.1K | 0.1% | 169 |
|
|
2021
Q3 | $2.35M | Buy |
94,123
+7,255
| +8% | +$181K | 0.12% | 173 |
|
|
2021
Q2 | $2.04M | Buy |
+86,868
| New | +$2.04M | 0.11% | 166 |
|
|
2019
Q3 | – | Sell |
-51,550
| Closed | -$1.51M | – | 203 |
|
|
2019
Q2 | $1.51M | Sell |
51,550
-5,461
| -10% | -$160K | 0.13% | 153 |
|
|
2019
Q1 | $1.37M | Sell |
57,011
-18,596
| -25% | -$445K | 0.12% | 150 |
|
|
2018
Q4 | $1.92M | Sell |
75,607
-8,885
| -11% | -$225K | 0.2% | 122 |
|
|
2018
Q3 | $2.18M | Buy |
84,492
+29,247
| +53% | +$753K | 0.2% | 128 |
|
|
2018
Q2 | $1.26M | Sell |
55,245
-5,989
| -10% | -$136K | 0.12% | 152 |
|
|
2018
Q1 | $1.56M | Buy |
+61,234
| New | +$1.56M | 0.15% | 140 |
|
|
2017
Q4 | – | Sell |
-86,972
| Closed | -$2.3M | – | 160 |
|
|
2017
Q3 | $2.3M | Buy |
86,972
+27,321
| +46% | +$723K | 0.28% | 83 |
|
|
2017
Q2 | $1.84M | Sell |
59,651
-24,978
| -30% | -$772K | 0.17% | 93 |
|
|
2017
Q1 | $1.97M | Buy |
+84,629
| New | +$1.97M | 0.16% | 112 |
|