Summit Wealth & Retirement Planning’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 Q3	–	Sell	-8,000	Closed	-$234K	–	124
2019 Q2	$234K	Buy	+8,000	New	+$234K	0.14%	122