Wealth Plan Investment Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$48.29 - $56.08 $191,759 - $222,693	3,971 New	3,971 $221,000
Q3 2023 Nov 09, 2023	BUY	$50.09 - $53.81 $5.65 Million - $6.07 Million	112,764 Added 32875.8%	113,107 $5.68 Million
Q2 2023 Aug 14, 2023	SELL	$47.56 - $52.11 $6,420 - $7,034	-135 Reduced 28.24%	343 $17,000
Q2 2023 Jul 25, 2023	BUY	$47.56 - $52.11 $22,733 - $24,908	478 New	478 $24,000
Q4 2022 Feb 15, 2023	BUY	$41.93 - $47.9 $437,455 - $499,740	10,433 Added 10.05%	114,243 $5.14 Million
Q3 2022 Dec 12, 2022	BUY	$41.99 - $50.54 $272,641 - $328,156	6,493 Added 6.67%	103,810 $4.8 Million
Q1 2022 Sep 07, 2022	BUY	$48.98 - $56.19 $4.77 Million - $5.47 Million	97,317 New	97,317 $4.72 Million

1,143

480M

259K

171K

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