Wealth Plan Partners, LLC Spdr Bloomberg Investment Grad Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$29.96 - $30.68 $38,948 - $39,884	1,300 New	1,300 $39.6 Million
Q3 2021 Dec 09, 2021	SELL	$30.62 - $30.66 $297,014 - $297,402	-9,700 Closed	0 $0
Q3 2020 Dec 18, 2020	SELL	$30.45 - $30.6 $48,720 - $48,960	-1,600 Reduced 14.16%	9,700 $296,000
Q1 2020 May 15, 2020	BUY	$26.27 - $30.83 $49,913 - $58,577	1,900 Added 20.21%	11,300 $342,000
Q2 2019 Aug 19, 2019	BUY	N/A	9,400 New	9,400 $289,000

335

53.6M

1.4K

200

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