Shakespeare Wealth Management, Inc. Choiceone Finl Svcs Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q2 2025
Number of Shares
37,621
Previous 37,621 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-1,100 Reduced 2.84%
37,621 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-800 Reduced 2.02%
38,721 $0
Q1 2024

May 13, 2024
SELL
N/A
-4,915 Reduced 11.06%
39,521 $0
Q1 2022

May 16, 2022
SELL
N/A
-2,657 Reduced 5.64%
44,436 $1.1 Million
Q3 2020

Nov 12, 2020
BUY
N/A
17 Added 0.04%
47,093 $1.23 Million
Q2 2020

Aug 11, 2020
BUY
N/A
47,076 New
47,076 $1.39 Million
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