Wealth Plan Partners, LLC Ishares Tr Broad Usd High Yiel Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$34.61 - $35.48 $380 - $390	11 Added 0.3%	3,698 $131 Million
Q1 2023 May 10, 2023	BUY	$34.35 - $36.15 $126,648 - $133,285	3,687 New	3,687 $131 Million
Q4 2022 Feb 16, 2023	SELL	$33.49 - $35.59 $425,791 - $452,491	-12,714 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$37.82 - $41.16 $70,723 - $76,969	-1,870 Reduced 12.82%	12,714 $471,000
Q4 2021 Feb 01, 2022	SELL	$40.46 - $41.49 $63,926 - $65,554	-1,580 Reduced 9.77%	14,584 $584,000
Q3 2021 Dec 09, 2021	BUY	$41.23 - $41.8 $204,954 - $207,787	4,971 Added 44.41%	16,164 $670,000
Q2 2021 Aug 19, 2021	BUY	$40.95 - $41.72 $458,353 - $466,971	11,193 New	11,193 $462,000

502

299M

200

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