United Capital Financial Advisers, LLC ETF Ser Solutions U S Global J Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$19.38 - $24.89 $229,749 - $295,070	-11,855 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$21.57 - $24.62 $130,865 - $149,369	-6,067 Reduced 33.85%	11,855 $280,000
Q2 2021 Aug 13, 2021	SELL	$24.07 - $27.84 $84,245 - $97,440	-3,500 Reduced 16.34%	17,922 $433,000
Q1 2021 May 14, 2021	BUY	$21.38 - $28.71 $173,712 - $233,268	8,125 Added 61.1%	21,422 $576,000
Q4 2020 Feb 17, 2021	SELL	$16.51 - $23.59 $4,292 - $6,133	-260 Reduced 1.92%	13,297 $298,000
Q3 2020 Nov 13, 2020	BUY	$15.44 - $18.89 $4,632 - $5,667	300 Added 2.26%	13,557 $229,000
Q2 2020 Aug 13, 2020	BUY	$12.0 - $21.94 $159,084 - $290,858	13,257 New	13,257 $221,000

209

21.4M

3.58M

34.8M

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.