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

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$72.38 - $76.06 $621,309 - $652,899	8,584 Added 925.0%	9,512 $688,000
Q2 2023 Aug 14, 2023	BUY	$71.44 - $74.33 $66,082 - $68,755	925 Added 30833.33%	928 $68,000
Q2 2023 Jul 25, 2023	SELL	$71.44 - $74.33 $66,082 - $68,755	-925 Reduced 99.68%	3 $0
Q1 2023 May 08, 2023	SELL	$69.12 - $73.78 $830,062 - $886,024	-12,009 Reduced 92.83%	928 $67,000
Q4 2022 Feb 15, 2023	BUY	$65.75 - $75.5 $71,996 - $82,672	1,095 Added 9.25%	12,937 $932,000
Q3 2022 Dec 12, 2022	BUY	$66.1 - $76.63 $172,190 - $199,621	2,605 Added 28.2%	11,842 $875,000
Q1 2022 Sep 07, 2022	BUY	$71.88 - $80.4 $663,955 - $742,654	9,237 New	9,237 $678,000

1,303

199M

10.6K

27K

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