XWM

Xcel Wealth Management’s H&R Block HRB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,350	Closed	-$330K	–	127
2022 Q2	$330K	Sell	9,350 -68,000	-88%	-$2.4M	0.12%	98
2022 Q1	$2.01M	Buy	+77,350	New	+$2.01M	0.55%	53