Cary Street Partners Investment Advisory’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 Q4	–	Sell	-650	Closed	-$28K	–	1141
2023 Q3	$28K	Buy	650 +600	+1,200%	+$25.8K	﹤0.01%	1015
2023 Q2	$1.59K	Hold	50	–	–	﹤0.01%	1612
2023 Q1	$1.76K	Hold	50	–	–	﹤0.01%	1513
2022 Q4	$1.83K	Buy	+50	New	+$1.83K	﹤0.01%	1521