Wealth Plan Investment Management, LLC First Trust Capital Strength E Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$71.23 - $75.08 $8,262 - $8,709	116 Added 54.46%	329 $24,000
Q2 2023 Jul 25, 2023	SELL	$71.23 - $75.08 $8,262 - $8,709	-116 Reduced 35.26%	213 $15,000
Q1 2023 May 08, 2023	BUY	$70.47 - $76.69 $23,184 - $25,231	329 New	329 $23,000
Q3 2022 Dec 12, 2022	SELL	$66.42 - $76.5 $321,007 - $369,724	-4,833 Closed	0 $0
Q1 2022 Sep 07, 2022	BUY	$73.54 - $83.8 $355,418 - $405,005	4,833 New	4,833 $358,000

523

61.5M

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