Capital Performance Advisors’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 Q4	–	Sell	-1,898	Closed	-$121K	–	1269
2024 Q3	$121K	Buy	+1,898	New	+$121K	0.04%	170