Wealth Plan Investment Management, LLC Financial Sector Spdr Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$33.17 - $35.6 $3.19 Million - $3.42 Million	96,087 New	96,087 $3.19 Million
Q4 2022 Feb 15, 2023	SELL	$30.29 - $36.31 $103,046 - $123,526	-3,402 Reduced 3.42%	96,121 $3.29 Million
Q3 2022 Dec 12, 2022	BUY	$30.36 - $35.81 $26,929 - $31,763	887 Added 0.9%	99,523 $3.44 Million
Q1 2022 Sep 07, 2022	BUY	$35.66 - $41.42 $3.52 Million - $4.09 Million	98,636 New	98,636 $3.4 Million

1,842

696M

161M

320M

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