Wealth Plan Partners, LLC Ishares Msci Usa Size Factor E Transaction History

Wealth Plan Partners, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 09, 2021	SELL	$93.39 - $111.17 $270,364 - $321,837	-2,895 Closed	0 $0
Q3 2020 Dec 18, 2020	SELL	$87.14 - $98.64 $23,440 - $26,534	-269 Reduced 8.5%	2,895 $295,000
Q2 2020 Aug 19, 2020	BUY	$67.45 - $95.16 $213,411 - $301,086	3,164 New	3,164 $301,000

1.67M

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