United Capital Financial Advisers, LLC Spdr Index Shs Fds Msci Eafe S Transaction History

United Capital Financial Advisers, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 17, 2021	SELL	N/A	-6,940 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	N/A	12 Added 0.17%	6,940 $429,000
Q2 2020 Aug 13, 2020	BUY	N/A	503 Added 7.83%	6,928 $412,000
Q1 2020 May 15, 2020	SELL	N/A	-146 Reduced 2.22%	6,425 $343,000
Q4 2019 Feb 14, 2020	SELL	N/A	-12 Reduced 0.18%	6,571 $439,000
Q3 2019 Feb 14, 2020	BUY	N/A	6,583 New	6,583 $415,000
Q3 2019 Nov 14, 2019	SELL	N/A	-6,882 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	1,932 Added 39.03%	6,882 $434,000
Q1 2019 May 14, 2019	SELL	N/A	-1,324 Reduced 21.1%	4,950 $308,000
Q4 2018 Feb 14, 2019	BUY	N/A	6,274 New	6,274 $355,000

116

11.2M

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.