United Capital Financial Advisers, LLC Spdr Portfolio S&P 500 High Di Transaction History

United Capital Financial Advisers, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$35.13 - $38.46 $13,384 - $14,653	-381 Reduced 4.43%	8,224 $304,000
Q1 2023 Aug 14, 2023	BUY	$35.58 - $43.09 $13,555 - $16,417	381 Added 4.63%	8,605 $326,000
Q1 2023 May 15, 2023	SELL	$35.58 - $43.09 $284 - $344	-8 Reduced 0.09%	8,605 $326,000
Q4 2022 Feb 14, 2023	SELL	$35.5 - $41.73 $72,171 - $84,837	-2,033 Reduced 19.1%	8,613 $340,000
Q3 2022 Nov 14, 2022	BUY	$35.47 - $43.38 $165,077 - $201,890	4,654 Added 77.67%	10,646 $378,000
Q2 2022 Aug 11, 2022	BUY	$38.63 - $45.45 $231,470 - $272,336	5,992 New	5,992 $239,000
Q1 2019 May 14, 2019	SELL	N/A	-70,614 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	70,614 New	70,614 $2.41 Million

474

47.4M

68.6K

13K

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