Harrison & Co 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 Q4	$812K	Sell	22,231 -299	-1%	-$10.9K	0.78%	49
2022 Q3	$958K	Sell	22,530 -2,399	-10%	-$102K	1.02%	23
2022 Q2	$880K	Sell	24,929 -14,671	-37%	-$518K	0.84%	44
2022 Q1	$1.03M	Sell	39,600 -779	-2%	-$20.3K	0.9%	33
2021 Q4	$951K	Buy	+40,379	New	+$951K	0.8%	48