Wealth Plan Investment Management, LLC Hartford Multifactor Developed Transaction History

Wealth Plan Investment Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$24.4 - $27.6 $179,169 - $202,666	7,343 New	7,343 $201,000
Q3 2023 Nov 09, 2023	BUY	$25.49 - $27.23 $2.87 Million - $3.07 Million	112,673 Added 6431.11%	114,425 $2.94 Million
Q2 2023 Aug 14, 2023	BUY	$25.8 - $27.29 $1,909 - $2,019	74 Added 4.41%	1,752 $46,000
Q2 2023 Jul 25, 2023	SELL	$25.8 - $27.29 $135,295 - $143,108	-5,244 Reduced 75.76%	1,678 $44,000
Q1 2023 May 08, 2023	SELL	$24.92 - $26.74 $1.61 Million - $1.72 Million	-64,431 Reduced 90.3%	6,922 $182,000
Q4 2022 Feb 15, 2023	BUY	$21.52 - $25.59 $28,772 - $34,213	1,337 Added 1.91%	71,353 $1.77 Million
Q3 2022 Dec 12, 2022	SELL	$21.66 - $26.01 $560,994 - $673,659	-25,900 Reduced 27.0%	70,016 $1.76 Million
Q1 2022 Sep 07, 2022	BUY	$27.12 - $30.49 $2.6 Million - $2.92 Million	95,916 New	95,916 $2.64 Million

114

32.3M

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