Wealth Plan Investment Management, LLC Iq Merger Arbitrage ETF Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$30.99 - $31.92 $20,267 - $20,875	-654 Reduced 43.51%	849 $26,000
Q2 2023 Jul 25, 2023	SELL	$30.99 - $31.92 $101,089 - $104,123	-3,262 Reduced 68.46%	1,503 $46,000
Q1 2023 May 08, 2023	SELL	$30.84 - $31.85 $63,746 - $65,833	-2,067 Reduced 30.25%	4,765 $150,000
Q4 2022 Feb 15, 2023	SELL	$31.01 - $31.82 $16,373 - $16,800	-528 Reduced 7.17%	6,832 $216,000
Q3 2022 Dec 12, 2022	SELL	$30.87 - $32.13 $654,042 - $680,738	-21,187 Reduced 74.22%	7,360 $232,000
Q1 2022 Sep 07, 2022	BUY	$31.5 - $32.22 $899,230 - $919,784	28,547 New	28,547 $907,000

6.04M

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