Wealth Plan Investment Management, LLC Utilities Sector Spdr Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$64.34 - $69.97 $72,575 - $78,926	-1,128 Reduced 42.92%	1,500 $98,000
Q2 2023 Jul 25, 2023	BUY	$64.34 - $69.97 $72,575 - $78,926	1,128 Added 75.2%	2,628 $171,000
Q1 2023 May 08, 2023	SELL	$63.7 - $72.08 $99,499 - $112,588	-1,562 Reduced 51.01%	1,500 $101,000
Q3 2022 Dec 12, 2022	SELL	$65.51 - $78.12 $22,928 - $27,342	-350 Reduced 10.26%	3,062 $217,000
Q1 2022 Sep 07, 2022	BUY	$65.03 - $74.54 $221,882 - $254,330	3,412 New	3,412 $243,000

1,486

180M

13.1M

41.1M

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