Beacon Investment Advisory Services’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8,885	Closed	-$226K	–	258
2018 Q1	$226K	Sell	8,885 -272	-3%	-$6.92K	0.02%	242
2017 Q4	$240K	Sell	9,157 -10,550	-54%	-$277K	0.03%	223
2017 Q3	$522K	Buy	19,707 +13,707	+228%	+$363K	0.04%	174
2017 Q2	$185K	Buy	+6,000	New	+$185K	0.03%	107