Wealth Plan Partners, LLC Spdr Russell 1000 Low Volatili Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$100.52 - $111.4 $100,520 - $111,400	1,000 New	1,000 $106 Million
Q1 2021 May 11, 2021	SELL	$88.38 - $99.63 $375,349 - $423,128	-4,247 Closed	0 $0
Q2 2020 Aug 19, 2020	SELL	$58.23 - $80.52 $41,867 - $57,893	-719 Reduced 14.48%	4,247 $339,000
Q1 2020 May 15, 2020	BUY	$52.69 - $88.05 $261,658 - $437,256	4,966 New	4,966 $328,000

4.46M

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