United Capital Financial Advisers, LLC Flexshares Tr Morningstar Glob Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$38.53 - $44.08 $459,470 - $525,654	11,925 New	11,925 $477,000
Q1 2020 May 15, 2020	SELL	$19.16 - $33.67 $626,934 - $1.1 Million	-32,721 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$30.06 - $33.53 $765,748 - $854,143	25,474 Added 351.51%	32,721 $1.1 Million
Q3 2019 Feb 14, 2020	BUY	$29.81 - $33.14 $216,033 - $240,165	7,247 New	7,247 $226,000
Q3 2019 Nov 14, 2019	SELL	$29.81 - $33.14 $311,216 - $345,981	-10,440 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$30.71 - $33.78 $123,884 - $136,268	4,034 Added 62.97%	10,440 $345,000
Q1 2019 May 14, 2019	BUY	$29.0 - $33.07 $185,774 - $211,846	6,406 New	6,406 $210,000

294

101M

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