United Capital Financial Advisers, LLC Invesco S&P 500 Equal Weight H Transaction History

United Capital Financial Advisers, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$286.24 - $317.79 $3.27 Million - $3.63 Million	-11,410 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$291.48 - $321.86 $91,816 - $101,385	-315 Reduced 2.69%	11,410 $3.66 Million
Q3 2021 Nov 15, 2021	BUY	$293.2 - $320.85 $96,756 - $105,880	330 Added 2.9%	11,725 $3.5 Million
Q2 2021 Aug 13, 2021	BUY	$268.03 - $293.69 $16,081 - $17,621	60 Added 0.53%	11,395 $3.34 Million
Q1 2021 May 14, 2021	BUY	$253.5 - $273.66 $106,470 - $114,937	420 Added 3.85%	11,335 $3.04 Million
Q4 2020 Feb 17, 2021	SELL	$231.65 - $261.57 $74,128 - $83,702	-320 Reduced 2.85%	10,915 $2.86 Million
Q3 2020 Nov 13, 2020	SELL	$222.8 - $245.21 $5,570 - $6,130	-25 Reduced 0.22%	11,235 $2.65 Million
Q2 2020 Aug 13, 2020	SELL	$181.56 - $232.37 $93,503 - $119,670	-515 Reduced 4.37%	11,260 $2.5 Million
Q1 2020 May 15, 2020	SELL	$160.15 - $230.68 $34,432 - $49,596	-215 Reduced 1.79%	11,775 $2.23 Million
Q4 2019 Feb 14, 2020	SELL	$189.85 - $222.56 $60,941 - $71,441	-321 Reduced 2.61%	11,990 $2.66 Million
Q3 2019 Nov 14, 2019	BUY	$192.31 - $206.12 $158,078 - $169,430	822 Added 7.15%	12,311 $2.41 Million
Q2 2019 Aug 13, 2019	SELL	$185.1 - $203.04 $1.6 Million - $1.76 Million	-8,662 Reduced 42.99%	11,489 $2.33 Million
Q1 2019 May 14, 2019	BUY	$172.02 - $200.6 $1.88 Million - $2.19 Million	10,900 Added 117.83%	20,151 $3.98 Million
Q4 2018 Feb 14, 2019	BUY	$165.92 - $206.0 $1.53 Million - $1.91 Million	9,251 New	9,251 $1.64 Million

201

12.3M

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