Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 13, 2020

SELL
N/A
-17,273 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
N/A
3,359 Added 24.14%
17,273 $65,000
Q1 2020

May 15, 2020

BUY
N/A
2,100 Added 17.78%
13,914 $47,000
Q4 2019

Feb 14, 2020

SELL
N/A
-1,625 Reduced 12.09%
11,814 $197,000
Q3 2019

Nov 14, 2019

BUY
N/A
25 Added 0.19%
13,439 $206,000
Q2 2019

Aug 13, 2019

BUY
N/A
460 Added 3.55%
13,414 $216,000
Q1 2019

May 14, 2019

SELL
N/A
-1,000 Reduced 7.17%
12,954 $205,000
Q4 2018

Feb 14, 2019

SELL
N/A
-1,800 Reduced 11.43%
13,954 $202,000
Q3 2018

Nov 14, 2018

SELL
N/A
-40 Reduced 0.25%
15,754 $249,000
Q2 2018

Aug 14, 2018

BUY
N/A
725 Added 4.81%
15,794 $251,000
Q1 2018

May 15, 2018

BUY
N/A
15,069 New
15,069 $247,000
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.