Wealth Plan Partners, LLC Managed Portfolio Ser Tortoise Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Dec 18, 2020	SELL	$14.89 - $17.92 $651,407 - $783,964	-43,748 Closed	0 $0
Q2 2020 Aug 19, 2020	SELL	$12.68 - $19.51 $264,999 - $407,739	-20,899 Reduced 32.33%	43,748 $771,000
Q1 2020 May 15, 2020	SELL	$11.57 - $23.89 $3.06 Million - $6.33 Million	-264,856 Reduced 80.38%	64,647 $1.02 Million
Q4 2019 Feb 14, 2020	BUY	$21.89 - $23.75 $7.21 Million - $7.83 Million	329,503 New	329,503 $7.68 Million

110

15.4M

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