Wealth Plan Investment Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$49.94 - $50.25 $315,121 - $317,077	6,310 Added 763.0%	7,137 $358,000
Q2 2023 Aug 14, 2023	SELL	$50.04 - $50.36 $36,729 - $36,964	-734 Reduced 47.02%	827 $41,000
Q2 2023 Jul 25, 2023	BUY	$50.04 - $50.36 $37,179 - $37,417	743 Added 90.83%	1,561 $78,000
Q1 2023 May 08, 2023	SELL	$50.12 - $50.36 $554,176 - $556,830	-11,057 Reduced 93.11%	818 $41,000
Q4 2022 Feb 15, 2023	SELL	$50.0 - $50.25 $2,050 - $2,060	-41 Reduced 0.34%	11,875 $595,000
Q3 2022 Dec 12, 2022	SELL	$50.0 - $50.22 $397,600 - $399,349	-7,952 Reduced 40.02%	11,916 $598,000
Q1 2022 Sep 07, 2022	BUY	$50.22 - $50.49 $997,770 - $1 Million	19,868 New	19,868 $998,000

1,054

365M

4.68K

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