Wealth Plan Investment Management, LLC Select Sector Spdr Fund Health Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$128.74 - $136.24 $1.58 Million - $1.67 Million	12,255 Added 9883.06%	12,379 $1.59 Million
Q2 2023 Aug 14, 2023	SELL	$126.74 - $135.66 $1.84 Million - $1.97 Million	-14,518 Reduced 99.15%	124 $16,000
Q2 2023 Jul 25, 2023	BUY	$126.74 - $135.66 $1.81 Million - $1.94 Million	14,285 Added 4001.4%	14,642 $1.94 Million
Q1 2023 May 08, 2023	SELL	$124.15 - $135.82 $1.41 Million - $1.54 Million	-11,375 Reduced 96.96%	357 $46,000
Q4 2022 Feb 15, 2023	BUY	$121.85 - $140.1 $71,769 - $82,518	589 Added 5.29%	11,732 $1.59 Million
Q3 2022 Dec 12, 2022	BUY	$121.11 - $134.29 $1.02 Million - $1.13 Million	8,427 Added 310.27%	11,143 $1.54 Million
Q1 2022 Sep 07, 2022	BUY	$126.55 - $139.44 $343,709 - $378,719	2,716 New	2,716 $354,000

1,939

203M

10.6M

16.4M

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