Grimes & Company’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	-303,022	Closed	-$7.7M	–	241
2018 Q1	$7.7M	Buy	303,022 +142,938	+89%	+$3.63M	0.75%	37
2017 Q4	$4.2M	Buy	+160,084	New	+$4.2M	0.41%	69