United Capital Financial Advisers, LLC Blackrock Ultra Short Term Bon Transaction History

United Capital Financial Advisers, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$49.86 - $50.09 $151,474 - $152,173	-3,038 Reduced 12.52%	21,229 $1.06 Million
Q3 2022 Nov 14, 2022	SELL	$49.97 - $50.11 $109,834 - $110,141	-2,198 Reduced 8.31%	24,267 $1.21 Million
Q2 2022 Aug 11, 2022	BUY	$49.95 - $50.17 $114,185 - $114,688	2,286 Added 9.45%	26,465 $1.32 Million
Q1 2022 May 16, 2022	SELL	$50.1 - $50.39 $31,713 - $31,896	-633 Reduced 2.55%	24,179 $1.21 Million
Q4 2021 Feb 14, 2022	SELL	$50.36 - $50.49 $22,662 - $22,720	-450 Reduced 1.78%	24,812 $1.25 Million
Q3 2021 Nov 15, 2021	SELL	$50.48 - $50.52 $78,900 - $78,962	-1,563 Reduced 5.83%	25,262 $1.28 Million
Q2 2021 Aug 13, 2021	SELL	$50.49 - $50.53 $238,110 - $238,299	-4,716 Reduced 14.95%	26,825 $1.36 Million
Q1 2021 May 14, 2021	SELL	$50.49 - $50.55 $2.18 Million - $2.18 Million	-43,168 Reduced 57.78%	31,541 $1.59 Million
Q4 2020 Feb 17, 2021	BUY	$50.51 - $50.57 $852,558 - $853,571	16,879 Added 29.19%	74,709 $3.77 Million
Q3 2020 Nov 13, 2020	BUY	$50.52 - $50.59 $1.44 Million - $1.44 Million	28,476 Added 97.01%	57,830 $2.92 Million
Q2 2020 Aug 13, 2020	BUY	$49.88 - $50.57 $50,428 - $51,126	1,011 Added 3.57%	29,354 $1.48 Million
Q1 2020 May 15, 2020	SELL	$48.56 - $50.55 $16,947 - $17,641	-349 Reduced 1.22%	28,343 $1.42 Million
Q4 2019 Feb 14, 2020	BUY	$50.3 - $50.43 $1.44 Million - $1.45 Million	28,692 New	28,692 $1.44 Million

439

60.4M

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on United Capital Financial Advisers, LLC with notifications on news.