HWMG
Hurlow Wealth Management Group’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,600
| Closed | -$219K | – | 97 |
|
|
2021
Q2 | $219K | Sell |
1,600
-19
| -1% | -$2.6K | 0.14% | 88 |
|
|
2021
Q1 | $216K | Buy |
+1,619
| New | +$216K | 0.16% | 91 |
|
|
2019
Q2 | – | Sell |
-2,094
| Closed | -$202K | – | 97 |
|
|
2019
Q1 | $202K | Buy |
+2,094
| New | +$202K | 0.22% | 94 |
|