Wealth Plan Partners, LLC First Trust Multi Asset Divers Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 09, 2021	SELL	$13.45 - $15.4 $164,426 - $188,265	-12,225 Closed	0 $0
Q3 2020 Dec 18, 2020	SELL	$13.24 - $14.56 $113,519 - $124,837	-8,574 Reduced 41.22%	12,225 $175,000
Q2 2020 Aug 19, 2020	SELL	$10.84 - $15.75 $155,456 - $225,870	-14,341 Reduced 40.81%	20,799 $300,000
Q1 2020 May 15, 2020	BUY	$9.69 - $19.03 $340,506 - $668,714	35,140 New	35,140 $445,000

109

9.79M

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