United Capital Financial Advisers, LLC Invesco Exchange Traded Fd Tr Transaction History

United Capital Financial Advisers, LLC

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$52.79 - $58.32 $55,799 - $61,644	-1,057 Reduced 14.54%	6,214 $330,000
Q2 2023 Aug 14, 2023	SELL	$51.27 - $56.39 $63,626 - $69,979	-1,241 Reduced 14.58%	7,271 $410,000
Q1 2023 Aug 14, 2023	BUY	$50.61 - $55.5 $62,807 - $68,875	1,241 Added 17.07%	8,512 $454,000
Q1 2023 May 15, 2023	SELL	$50.61 - $55.5 $30,669 - $33,633	-606 Reduced 6.65%	8,512 $454,000
Q4 2022 Feb 14, 2023	BUY	$48.2 - $53.8 $40,150 - $44,815	833 Added 10.05%	9,118 $469,000

Q3 2022 Nov 14, 2022	BUY	N/A	1 Added 0.01%	8,285 $379,000
Q1 2022 May 16, 2022	BUY	N/A	719 Added 9.5%	8,284 $439,000
Q4 2021 Feb 14, 2022	BUY	N/A	508 Added 7.2%	7,565 $460,000
Q3 2021 Nov 15, 2021	BUY	N/A	1,171 Added 19.89%	7,057 $386,000
Q2 2021 Aug 13, 2021	BUY	N/A	950 Added 19.25%	5,886 $315,000
Q1 2021 May 14, 2021	SELL	N/A	-4,136 Reduced 45.59%	4,936 $244,000
Q4 2020 Feb 17, 2021	BUY	N/A	737 Added 8.84%	9,072 $421,000
Q3 2020 Nov 13, 2020	SELL	N/A	-999 Reduced 10.7%	8,335 $331,000
Q2 2020 Aug 13, 2020	SELL	N/A	-152 Reduced 1.6%	9,334 $339,000
Q1 2020 May 15, 2020	BUY	N/A	459 Added 5.08%	9,486 $297,000
Q4 2019 Feb 14, 2020	BUY	N/A	1,000 Added 12.46%	9,027 $349,000
Q3 2019 Feb 14, 2020	BUY	N/A	8,027 New	8,027 $294,000
Q3 2019 Nov 14, 2019	SELL	N/A	-7,011 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	7,011 New	7,011 $250,000

381

12.1M

14.8K

9.9K

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