Wealth Plan Partners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 01, 2022	SELL	$50.42 - $51.09 $636,401 - $644,857	-12,622 Closed	0 $0
Q3 2021 Dec 09, 2021	SELL	$51.05 - $51.3 $44,311 - $44,528	-868 Reduced 6.43%	12,622 $0
Q2 2021 Aug 19, 2021	BUY	$50.92 - $51.3 $97,053 - $97,777	1,906 Added 16.45%	13,490 $689,000
Q1 2021 May 11, 2021	BUY	$50.81 - $51.4 $341,341 - $345,305	6,718 Added 138.06%	11,584 $592,000
Q4 2020 Feb 09, 2021	BUY	$51.23 - $52.03 $249,285 - $253,177	4,866 New	4,866 $250,000

107

3.4M

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