Wealth Plan Investment Management, LLC First Tr Large Cap Core Alphde Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$80.42 - $87.5 $620,279 - $674,887	7,713 Added 12440.32%	7,775 $630,000
Q2 2023 Aug 14, 2023	SELL	$77.71 - $84.01 $72,891 - $78,801	-938 Reduced 93.8%	62 $5,000
Q2 2023 Jul 25, 2023	BUY	$77.71 - $84.01 $72,891 - $78,801	938 Added 1512.9%	1,000 $84,000
Q1 2023 May 08, 2023	SELL	$76.64 - $86.44 $564,913 - $637,149	-7,371 Reduced 99.17%	62 $4,000
Q4 2022 Feb 15, 2023	BUY	$73.15 - $84.99 $15,580 - $18,102	213 Added 2.95%	7,433 $595,000
Q3 2022 Dec 12, 2022	BUY	$72.22 - $85.49 $12,927 - $15,302	179 Added 2.54%	7,220 $593,000
Q1 2022 Sep 07, 2022	BUY	$82.76 - $92.23 $582,713 - $649,391	7,041 New	7,041 $583,000

216

7.31M

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