CreativeOne Wealth’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	-8,117	Closed	-$350K	–	645
2023 Q3	$350K	Buy	8,117 +302	+4%	+$13K	0.03%	406
2023 Q2	$249K	Buy	+7,815	New	+$249K	0.01%	699