BCS 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
2024 Q3	–	Sell	-4,611	Closed	-$250K	–	168
2024 Q2	$250K	Hold	4,611	–	–	0.12%	133
2024 Q1	$226K	Hold	4,611	–	–	0.07%	220
2023 Q4	$223K	Buy	+4,611	New	+$223K	0.08%	200