SHAKESPEARE WEALTH MANAGEMENT, INC. – iShares Russell 3000 ETF Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$255,000
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -15K | $207.04 | 1.23K | |
| Q2 2022 | share | Increase | +6.95% | 80 shares | -35K | $217.39 | 1.23K |
| Q1 2022 | share | Increase | +15.10% | 151 shares | 27K | $262.37 | 1.15K |
| Q4 2021 | share | 0.00% | 0 shares | 20K | $278.5 | 1K | |
| Q3 2021 | share | Decrease | -7.41% | -80 shares | -26K | $254.85 | 1K |
| Q2 2021 | share | 0.00% | 0 shares | 28K | $255.1 | 1.08K | |
| Q1 2021 | share | 0.00% | 0 shares | 15K | $235.97 | 1.08K | |
| Q4 2020 | share | Decrease | -72.27% | -2.81K shares | -521K | $221.71 | 1.08K |
| Q3 2020 | share | 0.00% | 0 shares | 61K | $193.36 | 3.89K | |
| Q2 2020 | share | 0.00% | 0 shares | 123K | $177.18 | 3.89K | |
| Q1 2020 | share | Increase | +181.84% | 2.51K shares | 318K | $145.47 | 3.89K |
| Q4 2019 | share | 0.00% | 0 shares | 20K | $183.92 | 1.38K | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $168.75 | 1.38K | |
| Q2 2019 | share | 0.00% | 0 shares | 8K | $166.65 | 1.38K | |
| Q1 2019 | share | 0.00% | 0 shares | 27K | $160.3 | 1.38K | |
| Q4 2018 | share | Increase | 0.00% | 1.38K shares | 203K | $140.76 | 1.38K |