Winfield Associates’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-431	Closed	-$10K	–	775
2016 Q4	$10K	Buy	431 +286	+197%	+$6.64K	0.01%	358
2016 Q3	$3K	Hold	145	–	–	﹤0.01%	484
2016 Q2	$3K	Buy	+145	New	+$3K	﹤0.01%	473