SYSTM Wealth Solutions’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 Q2	–	Sell	-763	Closed	-$37.5K	–	804
2024 Q1	$37.5K	Buy	763 +33	+5%	+$1.62K	﹤0.01%	622
2023 Q4	$35.3K	Buy	+730	New	+$35.3K	﹤0.01%	642