United Capital Financial Advisers, LLC Spdr Portfolio Short Term Trea Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$28.7 - $29.07 $51,487 - $52,151	-1,794 Reduced 17.38%	8,531 $246,000
Q3 2022 Nov 14, 2022	BUY	$28.84 - $29.57 $297,773 - $305,310	10,325 New	10,325 $298,000
Q1 2022 May 16, 2022	SELL	$29.62 - $30.41 $225,348 - $231,359	-7,608 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$30.42 - $30.64 $23,453 - $23,623	771 Added 11.28%	7,608 $232,000
Q3 2021 Nov 15, 2021	SELL	$30.62 - $30.7 $80,071 - $80,280	-2,615 Reduced 27.67%	6,837 $209,000
Q2 2021 Aug 13, 2021	BUY	$30.62 - $30.7 $80,071 - $80,280	2,615 Added 38.25%	9,452 $290,000
Q1 2020 May 15, 2020	BUY	$29.96 - $30.72 $204,836 - $210,032	6,837 New	6,837 $210,000

403

176M

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