United Capital Financial Advisers, LLC Spdr Ser Tr Russell 1000 Core Transaction History

United Capital Financial Advisers, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$84.92 - $99.03 $183,681 - $214,201	2,163 New	2,163 $202,000
Q2 2022 Aug 11, 2022	SELL	$88.04 - $104.6 $190,430 - $226,249	-2,163 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$90.3 - $99.36 $195,318 - $214,915	2,163 New	2,163 $205,000
Q2 2020 Aug 13, 2020	SELL	$44.39 - $66.13 $187,991 - $280,060	-4,235 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$40.89 - $77.85 $46,451 - $88,437	-1,136 Reduced 21.15%	4,235 $204,000
Q3 2019 Feb 14, 2020	BUY	$70.05 - $72.17 $376,238 - $387,625	5,371 New	5,371 $380,000
Q3 2019 Nov 14, 2019	SELL	$70.05 - $72.17 $376,238 - $387,625	-5,371 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-123 Reduced 2.24%	5,371 $379,000
Q1 2019 May 14, 2019	SELL	N/A	-1,215 Reduced 18.11%	5,494 $381,000
Q4 2018 Feb 14, 2019	SELL	N/A	-4,367 Reduced 39.43%	6,709 $415,000
Q3 2018 Nov 14, 2018	SELL	N/A	-168 Reduced 1.49%	11,076 $805,000
Q2 2018 Aug 14, 2018	SELL	N/A	-821 Reduced 6.8%	11,244 $797,000
Q1 2018 May 15, 2018	SELL	N/A	-664 Reduced 5.22%	12,065 $817,000
Q4 2017 Feb 13, 2018	SELL	N/A	-1,245 Reduced 8.91%	12,729 $892,000
Q3 2017 Nov 14, 2017	BUY	N/A	249 Added 1.81%	13,974 $987,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,725	13,725 $957,000

104

6.16M

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.