United Capital Financial Advisers, LLC Spdr Bloomberg Investment Grad Transaction History

United Capital Financial Advisers, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$30.51 - $30.73 $653,981 - $658,697	21,435 New	21,435 $658,000
Q1 2021 May 14, 2021	SELL	$30.6 - $30.66 $274,053 - $274,590	-8,956 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$30.56 - $30.61 $76,980 - $77,106	-2,519 Reduced 21.95%	8,956 $274,000
Q3 2020 Nov 13, 2020	SELL	$30.45 - $30.6 $125,332 - $125,949	-4,116 Reduced 26.4%	11,475 $351,000
Q2 2020 Aug 13, 2020	SELL	$29.44 - $30.48 $224,892 - $232,836	-7,639 Reduced 32.88%	15,591 $475,000
Q1 2020 May 15, 2020	SELL	$26.27 - $30.83 $1.32 Million - $1.55 Million	-50,239 Reduced 68.38%	23,230 $683,000
Q4 2019 Feb 14, 2020	BUY	$30.67 - $30.78 $331,143 - $332,331	10,797 Added 17.23%	73,469 $2.26 Million
Q3 2019 Nov 14, 2019	BUY	$30.69 - $30.76 $1.62 Million - $1.63 Million	52,834 Added 537.04%	62,672 $1.93 Million
Q2 2019 Aug 13, 2019	BUY	N/A	9,838 New	9,838 $302,000

335

53.6M

1.4K

200

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