Shakespeare Wealth Management, Inc. Closed Holding Positions

Shakespeare Wealth Management, Inc.

  • $379 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFC
Premier Financial Corp

Financial Services
Q2 2022 Filed on Aug 09, 2022
7,092
$25.31 - $30.13 $179K - $214K
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
743
$268.98 - $315.31 $200K - $234K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
1,871
$113.44 - $123.09 $212K - $230K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2022 Filed on May 16, 2022
12,727
$65.0 - $73.15 $827K - $931K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
1,145
$140.96 - $181.02 $161K - $207K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2021 Filed on Jan 10, 2022
3,607
$55.82 - $56.81 $201K - $205K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2021 Filed on Jan 10, 2022
4,443
$53.82 - $54.66 $239K - $243K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 10, 2022
3,635
$47.71 - $57.4 $173K - $209K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Jan 10, 2022
8,079
$50.83 - $51.21 $411K - $414K
ZG
Zillow Group, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
2,177
$86.88 - $121.5 $189K - $265K
Premier Finl Corp
Q2 2021 Filed on Aug 09, 2021
7,092
N/A
Cantel Medical Corp
Q2 2021 Filed on Aug 09, 2021
4,767
N/A
T C F Finl Corp
Q2 2021 Filed on Aug 09, 2021
7,858
N/A
F
Ford Motor CO

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
17,496
$5.84 - $7.28 $102K - $127K
VZ
Verizon Communications Inc

Communication Services
Q3 2020 Filed on Nov 12, 2020
4,530
$53.94 - $60.61 $244K - $275K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q3 2020 Filed on Nov 12, 2020
6,037
$38.16 - $41.66 $230K - $252K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
157,366
$37.09 - $56.27 $5.84M - $8.85M
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
8,285
N/A
Mercantile Bank Corp
Q2 2020 Filed on Aug 11, 2020
25,834
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q1 2020 Filed on Apr 01, 2020
18,518
$24.77 - $26.49 $459K - $491K
Heska Corp New
Q1 2020 Filed on Apr 01, 2020
3,320
N/A
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 01, 2020
16,759
$95.45 - $160.27 $1.6M - $2.69M
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 01, 2020
113,073
$42.59 - $59.58 $4.82M - $6.74M
RZG
Invesco Fd Tr S&P Smallcap 600
Q1 2020 Filed on Apr 01, 2020
38,513
N/A
Ishars Ibnd Sep 2020 Trm
Q1 2020 Filed on Apr 01, 2020
18,987
N/A
Ishar Ibnd Dec 2021 Trm
Q1 2020 Filed on Apr 01, 2020
19,258
N/A
I Shares Ibond 2021
Q1 2020 Filed on Apr 01, 2020
14,128
N/A
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2020 Filed on Apr 01, 2020
16,702
N/A
I Shares Ibond 2020
Q1 2020 Filed on Apr 01, 2020
13,690
N/A
First Defiance Finl 0050
Q1 2020 Filed on Apr 01, 2020
7,092
N/A
Invesco Bulletshares
Q4 2019 Filed on Feb 10, 2020
19,253
N/A
Invesco Bulletshares
Q4 2019 Filed on Feb 10, 2020
19,471
N/A
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q4 2019 Filed on Feb 10, 2020
16,923
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2018 Filed on Feb 04, 2019
11,853
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2018 Filed on Feb 04, 2019
4,094
N/A
HYG
Ishares Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
2,723
$84.78 - $86.44 $231K - $235K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q3 2018 Filed on Nov 14, 2018
4,414
$42.48 - $63.53 $188K - $280K
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