Simplicity 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
2024 Q3	–	Sell	-4,319	Closed	-$234K	–	800
2024 Q2	$234K	Sell	4,319 -1,510	-26%	-$81.9K	0.01%	1041
2024 Q1	$286K	Buy	+5,829	New	+$286K	0.01%	934