Wealth Plan Partners, LLC Ishares Expanded Tech Software Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$249.85 - $304.7 $1,748 - $2,132	7 New	7 $2.13 Million
Q4 2018 Feb 20, 2019	SELL	$159.19 - $204.44 $195,485 - $251,052	-1,228 Closed	0 $0
Q3 2018 Nov 21, 2018	BUY	$184.64 - $205.52 $1,661 - $1,849	9 Added 0.74%	1,228 $208,000
Q2 2018 Aug 16, 2018	BUY	$165.85 - $193.0 $202,171 - $235,267	1,219 New	1,219 $223,000

554

50.2M

1.14M

1.7M

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