SHAKESPEARE WEALTH MANAGEMENT, INC. – Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
349,000
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.69% | 657 shares | -35K | 18.46K | |
| Q2 2022 | share | Increase | +59.64% | 6.65K shares | 101K | 17.80K | |
| Q1 2022 | share | Increase | 0.00% | 11.15K shares | 283K | 11.15K |