Wealth Plan Investment Management, LLC First Tr Morningstar Dividend Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$33.19 - $36.38 $259,280 - $284,200	-7,812 Reduced 99.15%	67 $2,000
Q2 2023 Jul 25, 2023	BUY	$33.19 - $36.38 $259,280 - $284,200	7,812 Added 11659.7%	7,879 $267,000
Q1 2023 May 08, 2023	BUY	$33.91 - $38.26 $2,271 - $2,563	67 New	67 $2,000
Q3 2022 Dec 12, 2022	SELL	$32.13 - $37.78 $362,040 - $425,705	-11,268 Closed	0 $0
Q1 2022 Sep 07, 2022	BUY	$35.1 - $37.75 $395,506 - $425,367	11,268 New	11,268 $412,000

393

64.6M

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