Wealth Plan Partners, LLC Utilities Sector Spdr Transaction History

Wealth Plan Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$63.7 - $72.08 $95,550 - $108,120	-1,500 Reduced 48.99%	1,562 $106 Million
Q4 2022 Feb 16, 2023	SELL	$61.52 - $72.67 $21,532 - $25,434	-350 Reduced 10.26%	3,062 $208 Million
Q1 2022 May 03, 2022	BUY	$65.03 - $74.54 $2,731 - $3,130	42 Added 1.25%	3,412 $243,000
Q3 2021 Dec 09, 2021	SELL	$63.56 - $70.07 $10,169 - $11,211	-160 Reduced 4.53%	3,370 $0
Q2 2021 Aug 19, 2021	BUY	$63.23 - $67.72 $14,037 - $15,033	222 Added 6.71%	3,530 $240,000
Q1 2021 May 11, 2021	BUY	$58.36 - $64.15 $193,054 - $212,208	3,308 New	3,308 $220,000

1,486

180M

13.1M

41.1M

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