KWMG LLC’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
Q2 | – | Sell |
-952
| Closed | -$23K | – | 256 |
|
|
2019
Q1 | $23K | Sell |
952
-1,204
| -56% | -$29.1K | 0.01% | 215 |
|
|
2018
Q4 | $55K | Sell |
2,156
-243
| -10% | -$6.2K | 0.02% | 166 |
|
|
2018
Q3 | $62K | Sell |
2,399
-86,134
| -97% | -$2.23M | 0.02% | 152 |
|
|
2018
Q2 | $2.02M | Buy |
88,533
+3,962
| +5% | +$90.3K | 0.55% | 55 |
|
|
2018
Q1 | $2.15M | Buy |
84,571
+4,473
| +6% | +$114K | 0.63% | 45 |
|
|
2017
Q4 | $2.1M | Buy |
80,098
+4,027
| +5% | +$106K | 0.63% | 42 |
|
|
2017
Q3 | $2.01M | Buy |
76,071
+1,766
| +2% | +$46.8K | 0.66% | 38 |
|
|
2017
Q2 | $2.3M | Buy |
74,305
+4,050
| +6% | +$125K | 0.81% | 26 |
|
|
2017
Q1 | $1.63M | Buy |
+70,255
| New | +$1.63M | 0.63% | 32 |
|