HWMG
Hurlow Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,068
| Closed | -$589K | – | 92 |
|
|
2020
Q1 | $589K | Buy |
17,068
+2,121
| +14% | +$73.2K | 0.63% | 30 |
|
|
2019
Q4 | $691K | Sell |
14,947
-1,032
| -6% | -$47.7K | 0.68% | 30 |
|
|
2019
Q3 | $752K | Sell |
15,979
-2,563
| -14% | -$121K | 0.8% | 26 |
|
|
2019
Q2 | $846K | Buy |
18,542
+392
| +2% | +$17.9K | 0.89% | 22 |
|
|
2019
Q1 | $805K | Buy |
18,150
+212
| +1% | +$9.4K | 0.86% | 25 |
|
|
2018
Q4 | $751K | Buy |
+17,938
| New | +$751K | 0.91% | 26 |
|