Wealth Plan Partners, LLC Ishares Tr Dow Jones Us Medica Transaction History

Wealth Plan Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 19, 2021	SELL	$55.06 - $60.62 $39,918 - $43,949	-725 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$52.97 - $58.45 $2,436 - $2,688	46 Added 6.77%	725 $253,000
Q4 2020 Feb 09, 2021	SELL	$49.24 - $54.55 $17,923 - $19,856	-364 Reduced 34.9%	679 $229,000
Q3 2020 Dec 18, 2020	BUY	$44.27 - $51.59 $3,275 - $3,817	74 Added 7.64%	1,043 $332,000
Q2 2020 Aug 19, 2020	BUY	$35.5 - $45.33 $4,331 - $5,530	122 Added 14.4%	969 $286,000
Q1 2020 May 15, 2020	BUY	$30.83 - $46.19 $26,113 - $39,122	847 New	847 $218,000

620

36.8M

311K

1.15M

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