Wealth Plan Investment Management, LLC Ishares 0 5 Year High Yield CO Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$40.8 - $41.55 $64,749 - $65,939	-1,587 Reduced 78.84%	426 $17,000
Q2 2023 Jul 25, 2023	BUY	$40.8 - $41.55 $64,749 - $65,939	1,587 Added 372.54%	2,013 $83,000
Q1 2023 May 08, 2023	SELL	$40.65 - $42.2 $293,167 - $304,346	-7,212 Reduced 94.42%	426 $17,000
Q4 2022 Feb 15, 2023	SELL	$39.79 - $41.87 $217,173 - $228,526	-5,458 Reduced 41.68%	7,638 $312,000
Q3 2022 Dec 12, 2022	BUY	$39.82 - $42.66 $521,482 - $558,675	13,096 New	13,096 $542,000

556

125M

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