United Capital Financial Advisers, LLC Fidelity Covington Tr Msci Fin Transaction History

United Capital Financial Advisers, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$43.64 - $54.04 $203,842 - $252,420	-4,671 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$50.54 - $58.97 $15,313 - $17,867	-303 Reduced 6.09%	4,671 $253,000
Q4 2021 Feb 14, 2022	BUY	$53.73 - $58.47 $107 - $116	2 Added 0.04%	4,974 $278,000
Q3 2021 Nov 15, 2021	SELL	$50.02 - $55.63 $29,161 - $32,432	-583 Reduced 10.5%	4,972 $267,000
Q2 2021 Aug 13, 2021	BUY	$49.54 - $54.72 $275,194 - $303,969	5,555 New	5,555 $291,000
Q4 2018 Feb 14, 2019	SELL	N/A	-25,158 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,049 Added 8.87%	25,158 $1.02 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,230 Added 5.62%	23,109 $906,000
Q1 2018 May 15, 2018	BUY	N/A	3,660 Added 20.09%	21,879 $884,000
Q4 2017 Feb 13, 2018	BUY	N/A	4,417 Added 32.0%	18,219 $743,000
Q3 2017 Nov 14, 2017	BUY	N/A	5,063 Added 57.94%	13,802 $524,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,739	8,739 $318,000

213

10.3M

600

3.2K

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