Wealth Plan Partners, LLC First Tr Multi Cap Growth Alph Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 16, 2023	SELL	$90.11 - $101.95 $431,717 - $488,442	-4,791 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$116.7 - $131.39 $1,983 - $2,233	-17 Reduced 0.35%	4,791 $527,000
Q3 2021 Dec 09, 2021	SELL	$114.06 - $125.49 $45,509 - $50,070	-399 Reduced 7.66%	4,808 $568,000
Q1 2021 May 11, 2021	BUY	$102.28 - $118.03 $52,367 - $60,431	512 Added 10.91%	5,207 $575,000
Q4 2020 Feb 09, 2021	BUY	$85.15 - $106.41 $399,779 - $499,594	4,695 New	4,695 $529,000

1.23M

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