United Capital Financial Advisers, LLC Voya Prime Rate Trust Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	N/A	-24,710 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	6,000 Added 32.07%	24,710 $92,000
Q4 2019 Feb 14, 2020	BUY	N/A	300 Added 1.63%	18,710 $94,000
Q3 2019 Nov 14, 2019	SELL	N/A	-300 Reduced 1.6%	18,410 $87,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,203 Reduced 6.04%	18,710 $89,000
Q1 2019 May 14, 2019	BUY	N/A	191 Added 0.97%	19,913 $95,000
Q4 2018 Feb 14, 2019	SELL	N/A	-211,940 Reduced 91.49%	19,722 $89,000
Q3 2018 Nov 14, 2018	SELL	N/A	-8,101 Reduced 3.38%	231,662 $1.15 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-11,820 Reduced 4.7%	239,763 $1.21 Million
Q1 2018 May 15, 2018	SELL	N/A	-29,387 Reduced 10.46%	251,583 $1.31 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-6,417 Reduced 2.23%	280,970 $1.43 Million
Q3 2017 Nov 14, 2017	BUY	N/A	38,446 Added 15.44%	287,387 $1.5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	248,941	248,941 $1.34 Million

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