Integrated 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
2016
Q1
Sell
-224
Closed -$7K 1240
2015
Q4
$7K Buy
+224
New +$7K ﹤0.01% 858
2015
Q2
Sell
-114
Closed -$3K 1390
2015
Q1
$3K Buy
+114
New +$3K ﹤0.01% 1027