IronBridge Private 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
2022 Q2	–	Sell	-159,010	Closed	-$4.14M	–	38
2022 Q1	$4.14M	Buy	+159,010	New	+$4.14M	2.55%	18