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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-25,957	Closed	-$657K	–	456
2018 Q4	$657K	Buy	+25,957	New	+$657K	0.27%	116