Alterna Wealth Management’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,784	Closed	-$216K	–	92
2023 Q2	$216K	Buy	+6,784	New	+$216K	0.25%	95
2022 Q4	–	Sell	-4,912	Closed	-$209K	–	99
2022 Q3	$209K	Buy	+4,912	New	+$209K	0.25%	68