Waverly Advisors’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-235	Closed	-$7K	–	534
2014 Q3	$7K	Hold	235	–	–	﹤0.01%	560
2014 Q2	$8K	Buy	235 +58	+33%	+$1.97K	﹤0.01%	491
2014 Q1	$5K	Buy	+177	New	+$5K	﹤0.01%	549