Wealth Plan Investment Management, LLC Simplify Exch Trad Fds Simplif Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$22.34 - $25.0 $433,485 - $485,100	19,404 Added 3458.82%	19,965 $499,000
Q2 2023 Jul 25, 2023	SELL	$22.34 - $25.0 $712,467 - $797,300	-31,892 Reduced 98.27%	561 $14,000
Q1 2023 May 08, 2023	SELL	$20.03 - $23.11 $1.28 Million - $1.47 Million	-63,659 Reduced 66.23%	32,453 $739,000
Q4 2022 Feb 15, 2023	SELL	$19.15 - $21.52 $44,064 - $49,517	-2,301 Reduced 2.34%	96,112 $1.94 Million
Q3 2022 Dec 12, 2022	BUY	$19.18 - $23.74 $922,884 - $1.14 Million	48,117 Added 95.67%	98,413 $2.03 Million
Q1 2022 Sep 07, 2022	BUY	$23.97 - $28.32 $1.21 Million - $1.42 Million	50,296 New	50,296 $1.2 Million

764K

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