Wealth Plan Investment Management, LLC First Tr Value Line Divid Inde Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$37.39 - $41.11 $707,792 - $778,212	18,930 Added 3578.45%	19,459 $727,000
Q2 2023 Aug 14, 2023	BUY	$38.66 - $40.72 $14,652 - $15,432	379 Added 252.67%	529 $21,000
Q2 2023 Jul 25, 2023	SELL	$38.66 - $40.72 $14,652 - $15,432	-379 Reduced 71.64%	150 $6,000
Q1 2023 May 08, 2023	SELL	$38.43 - $41.37 $1.34 Million - $1.44 Million	-34,788 Reduced 98.5%	529 $21,000
Q4 2022 Feb 15, 2023	SELL	$35.61 - $41.46 $109,643 - $127,655	-3,079 Reduced 8.02%	35,317 $1.41 Million
Q3 2022 Dec 12, 2022	SELL	$35.79 - $42.23 $21,080 - $24,873	-589 Reduced 1.51%	38,396 $1.56 Million
Q1 2022 Sep 07, 2022	BUY	$39.95 - $43.09 $1.56 Million - $1.68 Million	38,985 New	38,985 $1.58 Million

573

144M

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