United Capital Financial Advisers, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

United Capital Financial Advisers, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Aug 14, 2023	BUY	$156.56 - $179.35 $515,708 - $590,778	3,294 New	3,294 $541,000
Q1 2023 May 15, 2023	BUY	$156.56 - $179.35 $515,708 - $590,778	3,294 New	3,294 $541,000
Q4 2020 Feb 17, 2021	SELL	$118.92 - $151.55 $347,008 - $442,222	-2,918 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$108.56 - $125.07 $61,770 - $71,164	-569 Reduced 16.32%	2,918 $342,000
Q2 2020 Aug 13, 2020	SELL	$81.46 - $123.86 $520,366 - $791,217	-6,388 Reduced 64.69%	3,487 $390,000
Q1 2020 May 15, 2020	BUY	$79.31 - $138.92 $282,343 - $494,555	3,560 Added 56.37%	9,875 $883,000
Q4 2019 Feb 14, 2020	SELL	$123.01 - $137.55 $31,613 - $35,350	-257 Reduced 3.91%	6,315 $863,000
Q3 2019 Feb 14, 2020	BUY	$119.31 - $131.19 $784,105 - $862,180	6,572 New	6,572 $834,000
Q3 2019 Nov 14, 2019	SELL	$119.31 - $131.19 $608,719 - $669,331	-5,102 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$119.99 - $133.64 $176,385 - $196,450	1,470 Added 40.47%	5,102 $651,000
Q1 2019 May 14, 2019	BUY	$112.86 - $133.3 $2,821 - $3,332	25 Added 0.69%	3,632 $463,000
Q4 2018 Feb 14, 2019	SELL	$107.24 - $140.77 $428 - $563	-4 Reduced 0.11%	3,607 $410,000
Q3 2018 Nov 14, 2018	BUY	$139.56 - $146.04 $41,030 - $42,935	294 Added 8.86%	3,611 $514,000
Q2 2018 Aug 14, 2018	BUY	$125.73 - $143.08 $417,046 - $474,596	3,317 New	3,317 $462,000

290

41.4M

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