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Shakespeare Wealth Management, LLC → BKD
Shakespeare Wealth Management, LLC BKD Position History
Brookdale Senior Living Inc. • Healthcare
Quarters held
2
Latest value
$197K
Q3 2026
Peak value
$309K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $309K |
| Q3 2026 | $197K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $197K | 18.2K | — | — |
| Q2 2026 | $309K | 19.2K | — | — |