United Capital Financial Advisers, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

United Capital Financial Advisers, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$68.34 - $74.46 $18,315 - $19,955	268 Added 5.17%	5,450 $376,000
Q2 2023 Aug 14, 2023	SELL	$66.14 - $71.65 $2,513 - $2,722	-38 Reduced 0.73%	5,182 $371,000
Q1 2023 Aug 14, 2023	BUY	$64.78 - $71.55 $2,461 - $2,718	38 Added 0.73%	5,220 $357,000
Q1 2023 May 15, 2023	SELL	$64.78 - $71.55 $30,511 - $33,700	-471 Reduced 8.28%	5,220 $357,000
Q4 2022 Feb 14, 2023	SELL	$61.13 - $69.88 $48,904 - $55,904	-800 Reduced 12.32%	5,691 $371,000
Q3 2022 Nov 14, 2022	SELL	$59.74 - $72.48 $182,505 - $221,426	-3,055 Reduced 32.0%	6,491 $392,000
Q2 2022 Aug 11, 2022	BUY	$59.32 - $74.72 $224,229 - $282,441	3,780 Added 65.56%	9,546 $582,000
Q1 2022 May 16, 2022	SELL	$69.3 - $81.58 $32,016 - $37,689	-462 Reduced 7.42%	5,766 $428,000
Q4 2021 Feb 14, 2022	BUY	$75.58 - $84.0 $22,825 - $25,368	302 Added 5.1%	6,228 $508,000
Q3 2021 Nov 15, 2021	SELL	$74.54 - $80.19 $40,997 - $44,104	-550 Reduced 8.49%	5,926 $448,000
Q2 2021 Aug 13, 2021	BUY	$73.83 - $79.88 $62,755 - $67,898	850 Added 15.11%	6,476 $502,000
Q1 2021 May 14, 2021	SELL	$68.34 - $76.88 $17,016 - $19,143	-249 Reduced 4.24%	5,626 $423,000
Q3 2020 Nov 13, 2020	BUY	$53.09 - $60.07 $9,025 - $10,211	170 Added 2.98%	5,875 $337,000
Q2 2020 Aug 13, 2020	BUY	$39.86 - $56.97 $227,401 - $325,013	5,705 New	5,705 $307,000
Q1 2020 May 15, 2020	SELL	$35.95 - $59.38 $134,417 - $222,021	-3,739 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$51.98 - $57.24 $194,353 - $214,020	3,739 New	3,739 $213,000

379

21.5M

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