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

109

3.5M

12.1K

1.6K

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