Optimal 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
2020 Q3	–	Sell	-17,422	Closed	-$249K	–	405
2020 Q2	$249K	Sell	17,422 -24,409	-58%	-$349K	0.04%	396
2020 Q1	$589	Buy	41,831 +16,795	+67%	+$236	0.06%	339
2019 Q4	$588K	Buy	+25,036	New	+$588K	0.09%	303