Wetzel Investment Advisors’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	-151	Closed	-$7.03K	–	964
2024 Q1	$7.03K	Buy	151 +44	+41%	+$2.05K	﹤0.01%	611
2023 Q4	$5K	Buy	+107	New	+$5K	﹤0.01%	680