United Capital Financial Advisers, LLC Blackrock Short Maturity Munic Transaction History

United Capital Financial Advisers, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$50.17 - $50.27 $377,127 - $377,879	-7,517 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$50.12 - $50.32 $470,075 - $471,951	-9,379 Reduced 55.51%	7,517 $378,000
Q1 2020 May 15, 2020	SELL	$48.94 - $50.3 $3,768 - $3,873	-77 Reduced 0.45%	16,896 $841,000
Q3 2019 Nov 14, 2019	BUY	$50.09 - $50.15 $27,549 - $27,582	550 Added 3.35%	16,973 $851,000
Q2 2019 Aug 13, 2019	BUY	N/A	264 Added 1.63%	16,423 $823,000
Q1 2019 May 14, 2019	BUY	N/A	373 Added 2.36%	16,159 $809,000
Q4 2018 Feb 14, 2019	BUY	N/A	11,501 Added 268.4%	15,786 $788,000
Q3 2018 Nov 14, 2018	SELL	N/A	-954 Reduced 18.21%	4,285 $214,000
Q2 2018 Aug 14, 2018	BUY	N/A	954 Added 22.26%	5,239 $262,000
Q4 2017 Feb 13, 2018	BUY	N/A	4,285	4,285 $213,000

155

11.8M

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