TWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-47,510	Closed	-$1.52M	–	105
2015 Q1	$1.52M	Sell	47,510 -25	-0.1%	-$802	1.18%	35
2014 Q4	$1.6M	Buy	+47,535	New	+$1.6M	1.23%	34