Wealth Plan Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$47.5 - $50.91 $70,822 - $75,906	1,491 New	1,491 $74.6 Million
Q2 2020 Aug 19, 2020	SELL	$40.37 - $47.5 $335,555 - $394,820	-8,312 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$45.15 - $48.12 $167,055 - $178,044	3,700 Added 80.23%	8,312 $406,000
Q3 2019 Nov 15, 2019	BUY	$45.85 - $46.22 $962 - $970	21 Added 0.46%	4,612 $216,000
Q2 2019 Aug 19, 2019	BUY	N/A	4,591 New	4,591 $208,000
Q2 2018 Aug 16, 2018	SELL	N/A	-13,070 Closed	0 $0
Q1 2018 May 16, 2018	BUY	N/A	13,070 New	13,070 $583,000

367

14.4M

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