United Capital Financial Advisers, LLC Invesco ETF Tr S&P 500 Equal W Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Aug 14, 2023	BUY	$118.15 - $137.86 $202,036 - $235,740	1,710 New	1,710 $218,000
Q4 2022 Feb 14, 2023	BUY	$112.46 - $126.58 $192,306 - $216,451	1,710 New	1,710 $201,000
Q2 2022 Aug 11, 2022	SELL	$104.87 - $137.75 $1.9 Million - $2.5 Million	-18,115 Reduced 90.33%	1,940 $208,000
Q1 2022 May 16, 2022	SELL	$125.7 - $158.38 $135,756 - $171,050	-1,080 Reduced 5.11%	20,055 $2.72 Million
Q4 2021 Feb 14, 2022	SELL	$145.22 - $160.55 $65,349 - $72,247	-450 Reduced 2.08%	21,135 $3.31 Million
Q3 2021 Nov 15, 2021	BUY	$140.21 - $151.53 $100,250 - $108,343	715 Added 3.43%	21,585 $3.11 Million
Q2 2021 Aug 13, 2021	BUY	$141.9 - $151.95 $2.96 Million - $3.17 Million	20,870 New	20,870 $3.09 Million

105

6.46M

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