HWMG
Hurlow Wealth Management Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,303
| Closed | -$205K | – | 99 |
|
|
2020
Q4 | $205K | Sell |
3,303
-1,360
| -29% | -$84.4K | 0.16% | 91 |
|
|
2020
Q3 | $287K | Sell |
4,663
-1,974
| -30% | -$121K | 0.26% | 65 |
|
|
2020
Q2 | $401K | Sell |
6,637
-5,380
| -45% | -$325K | 0.39% | 48 |
|
|
2020
Q1 | $714K | Buy |
12,017
+2,836
| +31% | +$169K | 0.76% | 28 |
|
|
2019
Q4 | $524K | Buy |
9,181
+730
| +9% | +$41.7K | 0.51% | 44 |
|
|
2019
Q3 | $478K | Buy |
+8,451
| New | +$478K | 0.51% | 45 |
|