FINANCIAL PLANNING & INFORMATION SERVICES, INC. – Transaction History
FINANCIAL PLANNING & INFORMATION SERVICES, INC. portfolio value:
39.09M
portfolio value
FINANCIAL PLANNING & INFORMATION SERVICES, INC. quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.15% | 21.85K shares | -508K | 1.03M | |
| Q2 2022 | share | Decrease | -0.29% | -2.91K shares | -5.65M | 1.01M | |
| Q1 2022 | share | Increase | +5.28% | 51.12K shares | 2.32M | 1.01M | |
| Q4 2021 | share | Increase | +4.04% | 37.53K shares | 4.37M | 967.81K | |
| Q3 2021 | share | Increase | +15.21% | 122.84K shares | 4.68M | 930.27K | |
| Q2 2021 | share | Decrease | -3.84% | -32.24K shares | -68K | 807.43K | |
| Q1 2021 | share | Decrease | -8.12% | -74.25K shares | 2.12M | 839.68K | |
| Q4 2020 | share | Decrease | -1.72% | -16.04K shares | 4.91M | 913.94K | |
| Q3 2020 | share | Increase | +2.30% | 20.94K shares | 1.13M | 929.98K | |
| Q2 2020 | share | Increase | +14.62% | 115.93K shares | 6.60M | 909.03K | |
| Q1 2020 | share | Increase | +10.48% | 75.21K shares | -8.14M | 793.10K | |
| Q4 2019 | share | Increase | +2.11% | 14.85K shares | 1.78M | 717.88K | |
| Q3 2019 | share | Increase | +8.52% | 55.22K shares | 2.07M | 703.02K | |
| Q2 2019 | share | Increase | +20.53% | 110.33K shares | 4.21M | 647.80K | |
| Q1 2019 | share | Increase | +28.65% | 119.68K shares | 6.02M | 537.47K | |
| Q4 2018 | share | Increase | +74.37% | 178.19K shares | 4.37M | 417.78K | |
| Q3 2018 | share | Increase | +142.17% | 140.65K shares | 5.29M | 239.59K | |
| Q2 2018 | share | Increase | +82.84% | 44.82K shares | 1.69M | 98.93K | |
| Q1 2018 | share | Increase | 0.00% | 54.11K shares | 1.84M | 54.11K |