United Capital Financial Advisers, LLC First Trust Multi Asset Divers Transaction History

United Capital Financial Advisers, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$10.84 - $15.75 $108,671 - $157,893	-10,025 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$9.69 - $19.03 $97,142 - $190,775	10,025 New	10,025 $118,000
Q4 2018 Feb 14, 2019	SELL	$16.21 - $18.57 $167,676 - $192,088	-10,344 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$18.27 - $18.97 $35,626 - $36,991	-1,950 Reduced 15.86%	10,344 $192,000
Q2 2018 Aug 14, 2018	SELL	$17.77 - $18.53 $36,161 - $37,708	-2,035 Reduced 14.2%	12,294 $225,000
Q1 2018 May 15, 2018	SELL	$17.61 - $19.42 $57,302 - $63,192	-3,254 Reduced 18.51%	14,329 $256,000
Q4 2017 Feb 13, 2018	SELL	$18.68 - $19.32 $47,503 - $49,130	-2,543 Reduced 12.64%	17,583 $334,000
Q3 2017 Nov 14, 2017	BUY	$19.18 - $19.2 $20,349 - $20,371	1,061 Added 5.57%	20,126 $386,000
Q2 2017 Aug 14, 2017	BUY	N/A	19,065	19,065 $368,000

103

9.12M

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