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

United Capital Financial Advisers, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	N/A	-1,679 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	N/A	-15,327 Reduced 90.13%	1,679 $254,000
Q3 2020 Nov 13, 2020	SELL	N/A	-210 Reduced 1.22%	17,006 $2.43 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-185 Reduced 1.06%	17,216 $2.33 Million
Q1 2020 May 15, 2020	BUY	N/A	291 Added 1.7%	17,401 $2.15 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-233 Reduced 1.34%	17,110 $2.5 Million
Q3 2019 Nov 14, 2019	BUY	N/A	900 Added 5.47%	17,343 $2.44 Million
Q2 2019 Aug 13, 2019	BUY	N/A	16,443 New	16,443 $2.2 Million

125

5.02M

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