United Capital Financial Advisers, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

United Capital Financial Advisers, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 17, 2021	SELL	$91.59 - $104.77 $1.11 Million - $1.27 Million	-12,081 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$88.49 - $99.23 $5,309 - $5,953	60 Added 0.5%	12,081 $1.14 Million
Q2 2020 Aug 13, 2020	SELL	$73.4 - $93.53 $20,331 - $25,907	-277 Reduced 2.25%	12,021 $1.06 Million
Q1 2020 May 15, 2020	SELL	$65.74 - $99.27 $9,663 - $14,592	-147 Reduced 1.18%	12,298 $939,000
Q4 2019 Feb 14, 2020	SELL	$86.4 - $94.96 $15,120 - $16,618	-175 Reduced 1.39%	12,445 $1.18 Million
Q3 2019 Nov 14, 2019	SELL	$88.26 - $89.27 $58,428 - $59,096	-662 Reduced 4.98%	12,620 $1.12 Million
Q2 2019 Aug 13, 2019	BUY	N/A	2,234 Added 20.22%	13,282 $1.14 Million
Q1 2019 May 14, 2019	SELL	N/A	-2,215 Reduced 16.7%	11,048 $919,000
Q4 2018 Feb 14, 2019	BUY	N/A	13,263 New	13,263 $967,000

166

7.03M

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.