Wealth Plan Investment Management, LLC Global X Fdsnasdaq 100 Covered Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$16.93 - $17.8 $53,058 - $55,785	-3,134 Reduced 96.52%	113 $2,000
Q2 2023 Jul 25, 2023	SELL	$16.93 - $17.8 $44,678 - $46,974	-2,639 Reduced 44.84%	3,247 $57,000
Q1 2023 May 08, 2023	BUY	$15.76 - $17.15 $92,763 - $100,944	5,886 New	5,886 $100,000
Q3 2022 Dec 12, 2022	BUY	$15.66 - $18.51 $124,199 - $146,802	7,931 Added 22.82%	42,693 $697,000
Q1 2022 Sep 07, 2022	BUY	$19.1 - $22.29 $663,954 - $774,844	34,762 New	34,762 $673,000

418

88.2M

231K

352K

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