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SHAKESPEARE WEALTH MANAGEMENT, INC.
> FVD
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | FIRST TR VALUE LINE DIVID IN | FVD | 13,081 | -760 | 524,417,000 | -31,438,000 | $40,089.98 |
03/31/2023 | FIRST TR VALUE LINE DIVID IN | FVD | 13,841 | -24 | 555,855,000 | 555,359,000 | $40,160.03 |
09/30/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 13,865 | -84 | 496,000 | -46,000 | $35.77 |
06/30/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 13,949 | -170 | 542,000 | -56,000 | $38.86 |
03/31/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 14,119 | -273 | 598,000 | -21,000 | $42.35 |
12/31/2021 | FIRST TR VALUE LINE DIVID IN | FVD | 14,392 | -1,900 | 619,000 | -24,000 | $43.01 |
09/30/2021 | FIRST TR VALUE LINE DIVID IN | FVD | 16,292 | -850 | 643,000 | -8,000 | $39.47 |
03/31/2021 | FIRST TR VALUE LINE DIVID IN | FVD | 17,142 | -362 | 651,000 | 37,000 | $37.98 |
12/31/2020 | FIRST TR VALUE LINE DIVID IN | FVD | 17,504 | -1,522 | 614,000 | 15,000 | $35.08 |
09/30/2020 | FIRST TR VALUE LINE DIVID IN | FVD | 19,026 | 0 | 599,000 | 22,000 | $31.48 |
06/30/2020 | FIRST TR VALUE LINE DIVID IN | FVD | 19,026 | -39 | 577,000 | 49,000 | $30.33 |
03/31/2020 | FIRST TR VALUE LINE DIVID IN | FVD | 19,065 | -1,554 | 528,000 | -215,000 | $27.69 |
12/31/2019 | FIRST TR VALUE LINE DIVID IN | FVD | 20,619 | -2,236 | 743,000 | -54,000 | $36.03 |
09/30/2019 | FIRST TR VALUE LINE DIVID IN | FVD | 22,855 | -172 | 797,000 | 20,000 | $34.87 |
06/30/2019 | FIRST TR VALUE LINE DIVID IN | FVD | 23,027 | -892 | 777,000 | 0 | $33.74 |
03/31/2019 | FIRST TR VALUE LINE DIVID IN | FVD | 23,919 | -370 | 777,000 | 71,000 | $32.48 |
12/31/2018 | FIRST TR VALUE LINE DIVID IN | FVD | 24,289 | -65 | 706,000 | -65,000 | $29.07 |
09/30/2018 | FIRST TR VALUE LINE DIVID IN | FVD | 24,354 | 0 | 771,000 | 34,000 | $31.66 |
06/30/2018 | FIRST TR VALUE LINE DIVID IN | FVD | 24,354 | 24,354 | 737,000 | 737,000 | $30.26 |
03/31/2018 | FIRST TR VALUE LINE DIVID IN | FVD | 24,398 | 24,398 | 729,000 | 729,000 | $29.88 |
12/31/2017 | FIRST TR VALUE LINE DIVID IN | FVD | 24,616 | 24,616 | 760,000 | 760,000 | $30.87 |
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