United Capital Financial Advisers, LLC First Tr ETF Viii Tcw Opportun Transaction History

United Capital Financial Advisers, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$45.24 - $49.52 $231,674 - $253,591	-5,121 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$49.18 - $52.9 $65,606 - $70,568	-1,334 Reduced 20.67%	5,121 $254,000
Q4 2021 Feb 14, 2022	SELL	$52.94 - $53.71 $155,220 - $157,477	-2,932 Reduced 31.23%	6,455 $344,000
Q3 2021 Nov 15, 2021	SELL	$53.5 - $54.31 $82,283 - $83,528	-1,538 Reduced 14.08%	9,387 $503,000
Q2 2021 Aug 13, 2021	SELL	$52.93 - $53.72 $23,289 - $23,636	-440 Reduced 3.87%	10,925 $586,000
Q1 2021 May 14, 2021	SELL	$52.76 - $54.76 $327,006 - $339,402	-6,198 Reduced 35.29%	11,365 $600,000
Q4 2020 Feb 17, 2021	BUY	$54.65 - $55.37 $137,335 - $139,144	2,513 Added 16.7%	17,563 $961,000
Q3 2020 Nov 13, 2020	BUY	$54.84 - $55.79 $24,952 - $25,384	455 Added 3.12%	15,050 $828,000
Q2 2020 Aug 13, 2020	BUY	$52.84 - $54.79 $771,199 - $799,660	14,595 New	14,595 $800,000

357

97.2M

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