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

United Capital Financial Advisers, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$66.43 - $80.22 $30,557 - $36,901	460 Added 11.79%	4,361 $341,000
Q3 2022 Nov 14, 2022	BUY	$64.52 - $76.47 $3,161 - $3,747	49 Added 1.27%	3,901 $252,000
Q2 2022 Aug 11, 2022	SELL	$66.31 - $79.27 $5,702 - $6,817	-86 Reduced 2.18%	3,852 $270,000
Q1 2022 May 16, 2022	SELL	$69.05 - $79.6 $10,909 - $12,576	-158 Reduced 3.86%	3,938 $308,000
Q4 2021 Feb 14, 2022	SELL	$67.46 - $75.67 $3,103 - $3,480	-46 Reduced 1.11%	4,096 $296,000
Q3 2021 Nov 15, 2021	SELL	$70.13 - $75.7 $40,465 - $43,678	-577 Reduced 12.23%	4,142 $298,000
Q2 2021 Aug 13, 2021	SELL	$72.89 - $77.5 $120,997 - $128,650	-1,660 Reduced 26.02%	4,719 $355,000
Q1 2021 May 14, 2021	SELL	$64.6 - $72.81 $12,596 - $14,197	-195 Reduced 2.97%	6,379 $464,000
Q4 2020 Feb 17, 2021	SELL	$53.19 - $67.87 $29,307 - $37,396	-551 Reduced 7.73%	6,574 $446,000
Q3 2020 Nov 13, 2020	SELL	$52.31 - $59.6 $14,699 - $16,747	-281 Reduced 3.79%	7,125 $397,000
Q2 2020 Aug 13, 2020	SELL	$47.22 - $64.14 $12,985 - $17,638	-275 Reduced 3.58%	7,406 $410,000
Q1 2020 May 15, 2020	SELL	$41.14 - $73.86 $13,329 - $23,930	-324 Reduced 4.05%	7,681 $383,000
Q4 2019 Feb 14, 2020	BUY	$65.31 - $70.09 $34,940 - $37,498	535 Added 7.16%	8,005 $547,000
Q3 2019 Feb 14, 2020	BUY	$63.52 - $69.48 $474,494 - $519,015	7,470 New	7,470 $506,000

375

17.2M

9.3K

800

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