Wealth Plan Investment Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$102.02 - $108.51 $428,075 - $455,307	4,196 New	4,196 $428,000
Q4 2022 Feb 15, 2023	SELL	$99.2 - $110.03 $30,652 - $33,999	-309 Reduced 6.18%	4,690 $494,000
Q3 2022 Dec 12, 2022	SELL	$101.44 - $114.61 $398,659 - $450,417	-3,930 Reduced 44.01%	4,999 $550,000
Q1 2022 Sep 07, 2022	BUY	$118.44 - $131.22 $1.06 Million - $1.17 Million	8,929 New	8,929 $1.01 Million

1,183

247M

39.5M

38.7M

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