Kiwi Wealth Investments Limited Partnership’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $331K | Hold |
|
|||||
|
2023
Q1 | $366K | Sell |
|
|||||
|
2022
Q4 | $2.2M | Buy |
|
|||||
|
2022
Q3 | $1.57M | Hold |
|
|||||
|
2022
Q2 | $1.57M | Sell |
|
|||||
|
2022
Q1 | $2.39M | Hold |
|
|||||
|
2021
Q4 | $2.16M | Sell |
|
|||||
|
2021
Q3 | $2.35M | Buy |
|
|||||
|
2021
Q2 | $2.04M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $1.51M | Sell |
|
|||||
|
2019
Q1 | $1.36M | Sell |
|
|||||
|
2018
Q4 | $1.92M | Sell |
|
|||||
|
2018
Q3 | $2.18M | Buy |
|
|||||
|
2018
Q2 | $1.26M | Sell |
|
|||||
|
2018
Q1 | $1.56M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $2.3M | Buy |
|
|||||
|
2017
Q2 | $1.84M | Sell |
|
|||||
|
2017
Q1 | $1.97M | Buy |
|