SHAKESPEARE WEALTH MANAGEMENT, INC. – ChoiceOne Financial Services, Inc. Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$965,000
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, INC. quarter portfolio value change:
+7.85%
quarter
ChoiceOne Financial Services, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 88K | $21.72 | 44.43K | |
| Q2 2022 | share | 0.00% | 0 shares | -225K | $20.14 | 44.43K | |
| Q1 2022 | share | Decrease | -5.64% | -2.65K shares | -145K | $25.06 | 44.43K |
| Q4 2021 | share | 0.00% | 0 shares | 93K | $25.93 | 47.09K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $24.75 | 47.09K | |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $23.98 | 47.09K | |
| Q1 2021 | share | 0.00% | 0 shares | -318K | $23.6 | 47.09K | |
| Q4 2020 | share | 0.00% | 0 shares | 226K | $30.01 | 47.09K | |
| Q3 2020 | share | Increase | +0.04% | 17 shares | -167K | $25.16 | 47.09K |
| Q2 2020 | share | Increase | 0.00% | 47.07K shares | 1.39M | $28.39 | 47.07K |