Principle Wealth Partners’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	-13,540	Closed	-$353K	–	313
2022 Q1	$353K	Hold	13,540	–	–	0.04%	241
2021 Q4	$319K	Hold	13,540	–	–	0.03%	251
2021 Q3	$339K	Hold	13,540	–	–	0.04%	236
2021 Q2	$318K	Buy	+13,540	New	+$318K	0.04%	246