United Capital Financial Advisers, LLC First Tr Morningstar Dividend Transaction History

United Capital Financial Advisers, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$19.15 - $32.68 $137,956 - $235,426	-7,204 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$29.94 - $32.68 $39,371 - $42,974	-1,315 Reduced 15.44%	7,204 $235,000
Q3 2019 Feb 14, 2020	BUY	$29.15 - $31.57 $248,328 - $268,944	8,519 New	8,519 $264,000
Q3 2019 Nov 14, 2019	SELL	$29.15 - $31.57 $379,620 - $411,136	-13,023 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$28.96 - $30.64 $11,641 - $12,317	-402 Reduced 2.99%	13,023 $399,000
Q4 2018 Feb 14, 2019	BUY	$25.99 - $30.19 $20,142 - $23,397	775 Added 6.13%	13,425 $366,000
Q3 2018 Nov 14, 2018	SELL	$28.49 - $30.14 $9,430 - $9,976	-331 Reduced 2.55%	12,650 $377,000
Q2 2018 Aug 14, 2018	BUY	$27.65 - $29.13 $358,924 - $378,136	12,981 New	12,981 $371,000
Q4 2017 Feb 13, 2018	SELL	$28.72 - $30.44 $483,817 - $512,792	-16,846 Closed	0 $0
Q3 2017 Nov 14, 2017	SELL	$28.97 - $29.04 $531,773 - $533,058	-18,356 Reduced 52.14%	16,846 $489,000
Q2 2017 Aug 14, 2017	BUY	N/A	35,202	35,202 $990,000

393

64.6M

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