United Asset Strategies, Inc. Spdr S&P Bank ETF Transaction History

United Asset Strategies, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$43.77 - $49.99 $127,064 - $145,120	-2,903 Reduced 1.68%	170,286 $0
Q3 2022 Oct 24, 2022	SELL	$43.11 - $52.32 $221,499 - $268,820	-5,138 Reduced 2.88%	173,189 $7.67 Million
Q2 2022 Aug 15, 2022	SELL	$42.82 - $51.88 $252,723 - $306,195	-5,902 Reduced 3.2%	178,327 $7.83 Million
Q1 2022 Apr 29, 2022	BUY	$51.35 - $60.41 $143,420 - $168,725	2,793 Added 1.54%	184,229 $9.64 Million
Q4 2021 Jan 31, 2022	SELL	$51.57 - $57.89 $25,785 - $28,945	-500 Reduced 0.27%	181,436 $9.9 Million
Q3 2021 Oct 21, 2021	BUY	$47.2 - $53.65 $8.59 Million - $9.76 Million	181,936 New	181,936 $9.63 Million

257

13.7M

1.72M

3.47M

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

Stay updated on United Asset Strategies, Inc. with notifications on news.