Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$40.85 - $46.1 $683,747 - $771,621	16,738 New	16,738 $693,000
Q4 2022 Feb 15, 2023	BUY	$38.25 - $43.54 $33,162 - $37,749	867 Added 5.17%	17,652 $715,000
Q3 2022 Dec 12, 2022	SELL	$37.65 - $45.9 $346,681 - $422,647	-9,208 Reduced 35.42%	16,785 $695,000
Q1 2022 Sep 07, 2022	BUY	$44.42 - $51.73 $1.15 Million - $1.34 Million	25,993 New	25,993 $1.12 Million

1,144

146M

55.6K

7.8K

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