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Shakespeare Wealth Management, LLC · IVE

← Holdings

Position over 7 quarters · +0% shares · SEC 13F

QuarterSharesΔ SharesValue
Q3 '242K—$398K
Q4 '242K+0$385K
Q1 '252K+0$385K
Q2 '252K+0$394K
Q3 '252K+0$417K
Q4 '252K+0$428K
Q1 '262K+0$426K

Source: SEC Form 13F. Values are as-of each quarter-end, not live.