United Capital Financial Advisers, LLC Ark Autonomous Technology & Ro Transaction History

United Capital Financial Advisers, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$48.54 - $70.34 $224,157 - $324,830	-4,618 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$57.22 - $78.74 $60,424 - $83,149	1,056 Added 29.65%	4,618 $312,000
Q4 2021 Feb 14, 2022	BUY	$73.83 - $89.84 $43,338 - $52,736	587 Added 19.73%	3,562 $274,000
Q3 2021 Nov 15, 2021	SELL	$77.73 - $85.84 $11,659 - $12,876	-150 Reduced 4.8%	2,975 $232,000
Q2 2021 Aug 13, 2021	SELL	$74.47 - $87.19 $196,600 - $230,181	-2,640 Reduced 45.79%	3,125 $269,000
Q1 2021 May 14, 2021	BUY	$76.84 - $99.2 $21,515 - $27,776	280 Added 5.1%	5,765 $484,000
Q4 2020 Feb 17, 2021	BUY	$57.36 - $77.3 $10,038 - $13,527	175 Added 3.3%	5,485 $418,000
Q3 2020 Nov 13, 2020	SELL	$47.47 - $62.15 $94,322 - $123,492	-1,987 Reduced 27.23%	5,310 $305,000
Q3 2019 Feb 14, 2020	BUY	$29.78 - $35.16 $217,304 - $256,562	7,297 New	7,297 $231,000
Q3 2019 Nov 14, 2019	SELL	$29.78 - $35.16 $217,304 - $256,562	-7,297 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$29.0 - $35.69 $211,613 - $260,429	7,297 New	7,297 $246,000

171

2.25M

33.3K

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on United Capital Financial Advisers, LLC with notifications on news.