LWM
Lyons Wealth Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-23,824
| Closed | -$631K | – | 50 |
|
|
2016
Q1 | $631K | Buy |
23,824
+85
| +0.4% | +$2.25K | 0.91% | 28 |
|
|
2015
Q4 | $788K | Sell |
23,739
-9,009
| -28% | -$299K | 1.01% | 27 |
|
|
2015
Q3 | $1.19M | Sell |
32,748
-2,798
| -8% | -$102K | 1.53% | 7 |
|
|
2015
Q2 | $1.05M | Buy |
35,546
+1,042
| +3% | +$30.8K | 1.2% | 12 |
|
|
2015
Q1 | $1.11M | Buy |
34,504
+117
| +0.3% | +$3.75K | 1.2% | 20 |
|
|
2014
Q4 | $1.16M | Buy |
+34,387
| New | +$1.16M | 1.21% | 14 |
|
|
2014
Q3 | – | Sell |
-30,503
| Closed | -$1.02M | – | 68 |
|
|
2014
Q2 | $1.02M | Buy |
30,503
+5,661
| +23% | +$189K | 0.91% | 19 |
|
|
2014
Q1 | $752K | Buy |
24,842
+6,130
| +33% | +$186K | 0.66% | 28 |
|
|
2013
Q4 | $545K | Buy |
+18,712
| New | +$545K | 0.51% | 33 |
|