Crewe 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
2023 Q1	–	Sell	-67	Closed	-$2.45K	–	923
2022 Q4	$2.45K	Sell	67 -152	-69%	-$5.55K	﹤0.01%	809
2022 Q3	$9K	Hold	219	–	–	﹤0.01%	692
2022 Q2	$8K	Buy	+219	New	+$8K	﹤0.01%	657