Occidental Asset 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 Q1	–	Sell	-30,608	Closed	-$721K	–	203
2021 Q4	$721K	Buy	30,608 +1,773	+6%	+$41.8K	0.17%	121
2021 Q3	$721K	Buy	28,835 +1,626	+6%	+$40.7K	0.19%	121
2021 Q2	$639K	Buy	27,209 +1,219	+5%	+$28.6K	0.17%	127
2021 Q1	$567K	Buy	+25,990	New	+$567K	0.17%	123