United Capital Financial Advisers, LLC Jp Morgan Ultra Short Mun Inco Transaction History

United Capital Financial Advisers, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$50.42 - $50.72 $1.21 Million - $1.21 Million	-23,900 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$50.56 - $51.05 $29,577 - $29,864	-585 Reduced 2.39%	23,900 $1.21 Million
Q4 2021 Feb 14, 2022	BUY	$50.99 - $51.08 $238,429 - $238,850	4,676 Added 23.61%	24,485 $1.25 Million
Q3 2021 Nov 15, 2021	BUY	$51.03 - $51.1 $230,553 - $230,869	4,518 Added 29.55%	19,809 $1.01 Million
Q2 2021 Aug 13, 2021	BUY	$51.02 - $51.09 $114,284 - $114,441	2,240 Added 17.16%	15,291 $781,000
Q1 2021 May 14, 2021	BUY	$51.0 - $51.08 $155,652 - $155,896	3,052 Added 30.52%	13,051 $666,000
Q4 2020 Feb 17, 2021	BUY	$50.98 - $51.08 $140,653 - $140,929	2,759 Added 38.11%	9,999 $510,000
Q3 2020 Nov 13, 2020	SELL	$50.93 - $51.06 $409,222 - $410,267	-8,035 Reduced 52.6%	7,240 $369,000
Q2 2020 Aug 13, 2020	SELL	$50.01 - $50.99 $727,695 - $741,955	-14,551 Reduced 48.79%	15,275 $779,000
Q1 2020 May 15, 2020	BUY	$49.43 - $50.65 $112,008 - $114,772	2,266 Added 8.22%	29,826 $1.5 Million
Q4 2019 Feb 14, 2020	BUY	$50.42 - $50.53 $39,378 - $39,463	781 Added 2.92%	27,560 $1.39 Million
Q3 2019 Nov 14, 2019	BUY	$50.42 - $50.59 $1.35 Million - $1.35 Million	26,779 New	26,779 $1.35 Million

450

40.7M

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