Eads & Heald 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
2022 Q3	–	Sell	-7,905	Closed	-$279K	–	149
2022 Q2	$279K	Sell	7,905 -255	-3%	-$9K	0.15%	134
2022 Q1	$212K	Buy	+8,160	New	+$212K	0.1%	145
2021 Q4	–	Sell	-8,176	Closed	-$204K	–	148
2021 Q3	$204K	Buy	+8,176	New	+$204K	0.1%	142