My Personal CFO LLC’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	-9	Closed	-$329	–	398
2022 Q4	$329	Buy	+9	New	+$329	﹤0.01%	813