United Capital Financial Advisers, LLC Equity Comwlth Cum Red Pfd Se Transaction History

United Capital Financial Advisers, LLC

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Aug 14, 2023	BUY	N/A	13,000 New	13,000 $0
Q1 2023 May 15, 2023	SELL	N/A	-47,450 Reduced 78.49%	13,000 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-9,000 Reduced 12.96%	60,450 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-6,393 Reduced 8.43%	69,450 $1.82 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-4,107 Reduced 5.14%	75,843 $1.98 Million
Q1 2022 May 16, 2022	SELL	N/A	-9,500 Reduced 10.62%	79,950 $2.2 Million
Q4 2021 Feb 14, 2022	BUY	N/A	89,450 New	89,450 $2.66 Million
Q1 2021 May 14, 2021	SELL	N/A	-104,350 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	N/A	-6,500 Reduced 5.86%	104,350 $3.12 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-350 Reduced 0.31%	110,850 $3.22 Million
Q2 2020 Aug 13, 2020	BUY	N/A	1,400 Added 1.28%	111,200 $3.06 Million
Q1 2020 May 15, 2020	SELL	N/A	-10,000 Reduced 8.35%	109,800 $1.05 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-500 Reduced 0.42%	119,800 $3.38 Million
Q3 2019 Nov 14, 2019	SELL	N/A	-4,500 Reduced 3.61%	120,300 $3.37 Million
Q1 2019 May 14, 2019	SELL	N/A	-4,500 Reduced 3.48%	124,800 $3.42 Million
Q4 2018 Feb 14, 2019	BUY	N/A	4,500 Added 3.61%	129,300 $3.27 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-3,000 Reduced 2.35%	124,800 $3.25 Million
Q1 2018 May 15, 2018	BUY	N/A	11,000 Added 9.42%	127,800 $3.32 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-1,000 Reduced 0.85%	116,800 $3.08 Million
Q3 2017 Nov 14, 2017	BUY	N/A	2,500 Added 2.17%	117,800 $3.14 Million
Q2 2017 Aug 14, 2017	BUY	N/A	115,300	115,300 $2.98 Million

1.87M

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.