United Capital Financial Advisers, LLC Global X Fds Fintech ETF (De) Transaction History

United Capital Financial Advisers, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$18.44 - $22.01 $24,359 - $29,075	-1,321 Reduced 9.88%	12,052 $232,000
Q3 2022 Nov 14, 2022	SELL	$20.28 - $26.99 $5,942 - $7,908	-293 Reduced 2.14%	13,373 $271,000
Q2 2022 Aug 11, 2022	SELL	$20.87 - $33.18 $9,600 - $15,262	-460 Reduced 3.26%	13,666 $291,000
Q1 2022 May 16, 2022	SELL	$27.36 - $40.22 $1,422 - $2,091	-52 Reduced 0.37%	14,126 $452,000
Q4 2021 Feb 14, 2022	BUY	$40.03 - $52.83 $41,511 - $54,784	1,037 Added 7.89%	14,178 $568,000
Q1 2021 May 14, 2021	BUY	$43.18 - $52.53 $41,884 - $50,954	970 Added 7.97%	13,141 $580,000
Q4 2020 Feb 17, 2021	BUY	$36.34 - $46.99 $31,143 - $40,270	857 Added 7.57%	12,171 $569,000
Q3 2020 Nov 13, 2020	BUY	$33.85 - $39.65 $382,978 - $448,600	11,314 New	11,314 $430,000
Q4 2018 Feb 14, 2019	SELL	$20.71 - $28.65 $4.92 Million - $6.8 Million	-237,413 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$26.06 - $29.31 $1.13 Million - $1.27 Million	-43,280 Reduced 15.42%	237,413 $6.83 Million
Q2 2018 Aug 14, 2018	BUY	$22.72 - $27.29 $6.38 Million - $7.66 Million	280,693 New	280,693 $7.31 Million

101

2.16M

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.