Wealth Plan Investment Management, LLC Invesco Cef Income Composite E Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$17.41 - $18.3 $45,004 - $47,305	-2,585 Reduced 83.39%	515 $9,000
Q2 2023 Jul 25, 2023	SELL	$17.41 - $18.3 $150,126 - $157,800	-8,623 Reduced 73.56%	3,100 $56,000
Q1 2023 May 08, 2023	BUY	$17.6 - $19.85 $5,667 - $6,391	322 Added 2.82%	11,723 $213,000
Q4 2022 Feb 15, 2023	SELL	$17.35 - $19.08 $10,132 - $11,142	-584 Reduced 4.87%	11,401 $206,000
Q3 2022 Dec 12, 2022	SELL	$17.45 - $20.79 $581,329 - $692,598	-33,314 Reduced 73.54%	11,985 $225,000
Q1 2022 Sep 07, 2022	BUY	$20.73 - $24.19 $939,048 - $1.1 Million	45,299 New	45,299 $933,000

127

18.3M

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