United Capital Financial Advisers, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

United Capital Financial Advisers, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$43.49 - $47.85 $191,051 - $210,205	-4,393 Reduced 45.78%	5,203 $232,000
Q1 2022 May 16, 2022	SELL	$47.33 - $51.36 $196,466 - $213,195	-4,151 Reduced 30.2%	9,596 $459,000
Q4 2021 Feb 14, 2022	SELL	$51.18 - $52.35 $235,120 - $240,495	-4,594 Reduced 25.05%	13,747 $710,000
Q3 2021 Nov 15, 2021	SELL	$52.2 - $53.14 $122,565 - $124,772	-2,348 Reduced 11.35%	18,341 $957,000
Q2 2021 Aug 13, 2021	BUY	$51.28 - $52.56 $50,151 - $51,403	978 Added 4.96%	20,689 $1.09 Million
Q1 2021 May 14, 2021	BUY	$51.17 - $53.57 $15,351 - $16,071	300 Added 1.55%	19,711 $1.01 Million
Q4 2020 Feb 17, 2021	SELL	$52.55 - $53.65 $61,746 - $63,038	-1,175 Reduced 5.71%	19,411 $1.04 Million
Q3 2020 Nov 13, 2020	BUY	$52.3 - $53.48 $236,709 - $242,050	4,526 Added 28.18%	20,586 $1.09 Million
Q2 2020 Aug 13, 2020	BUY	$47.18 - $52.39 $14,154 - $15,717	300 Added 1.9%	16,060 $840,000
Q1 2020 May 15, 2020	BUY	$43.26 - $52.01 $474,129 - $570,029	10,960 Added 228.33%	15,760 $755,000
Q4 2019 Feb 14, 2020	BUY	$49.5 - $50.14 $237,600 - $240,672	4,800 New	4,800 $240,000

195

19.4M

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