Wealth Plan Partners, LLC Ishares Tr Fallen Angels Usd B Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$24.64 - $25.37 $10,816 - $11,137	-439 Reduced 7.96%	5,078 $129 Million
Q1 2023 May 10, 2023	BUY	$24.53 - $25.76 $135,332 - $142,117	5,517 New	5,517 $139 Million
Q4 2022 Feb 16, 2023	SELL	$23.7 - $25.22 $393,491 - $418,727	-16,603 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$27.07 - $29.9 $15,105 - $16,684	-558 Reduced 3.25%	16,603 $437,000
Q4 2021 Feb 01, 2022	SELL	$29.4 - $30.37 $140,855 - $145,502	-4,791 Reduced 21.82%	17,161 $494,000
Q3 2021 Dec 09, 2021	BUY	$29.85 - $30.44 $347,692 - $354,565	11,648 Added 113.04%	21,952 $0
Q2 2021 Aug 19, 2021	BUY	$29.21 - $29.96 $300,979 - $308,707	10,304 New	10,304 $308,000

295

48.2M

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