Wealth Plan Investment Management, LLC Ishares Msci Usa Quality Facto Transaction History

Wealth Plan Investment Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$127.66 - $147.99 $184,724 - $214,141	1,447 New	1,447 $212,000
Q3 2023 Nov 09, 2023	BUY	$130.77 - $139.97 $1.36 Million - $1.46 Million	10,432 Added 903.2%	11,587 $1.53 Million
Q2 2023 Aug 14, 2023	BUY	$121.98 - $134.87 $129,664 - $143,366	1,063 Added 1155.43%	1,155 $155,000
Q2 2023 Jul 25, 2023	SELL	$121.98 - $134.87 $129,664 - $143,366	-1,063 Reduced 92.03%	92 $12,000
Q1 2023 May 08, 2023	SELL	$113.23 - $126.2 $82,657 - $92,126	-730 Reduced 38.73%	1,155 $143,000
Q4 2022 Feb 15, 2023	SELL	$103.82 - $121.24 $33,741 - $39,403	-325 Reduced 14.71%	1,885 $214,000
Q3 2022 Dec 12, 2022	BUY	$103.94 - $126.48 $36,898 - $44,900	355 Added 19.14%	2,210 $259,000
Q1 2022 Sep 07, 2022	BUY	$123.55 - $145.17 $229,185 - $269,290	1,855 New	1,855 $229,000

1,447

227M

16.1K

9.2K

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