United Capital Financial Advisers, LLC Invesco Exchange Traded Fd Tr Transaction History

United Capital Financial Advisers, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$200.22 - $232.77 $520,772 - $605,434	-2,601 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$170.73 - $206.06 $22,536 - $27,199	-132 Reduced 4.83%	2,601 $527,000
Q3 2020 Nov 13, 2020	SELL	$147.22 - $171.85 $44,754 - $52,242	-304 Reduced 10.01%	2,733 $461,000
Q2 2020 Aug 13, 2020	SELL	$103.66 - $156.63 $12,646 - $19,108	-122 Reduced 3.86%	3,037 $457,000
Q1 2020 May 15, 2020	SELL	$95.45 - $160.27 $381 - $641	-4 Reduced 0.13%	3,159 $352,000
Q4 2019 Feb 14, 2020	BUY	$137.04 - $154.13 $274 - $308	2 Added 0.06%	3,163 $485,000
Q3 2019 Feb 14, 2020	BUY	$135.32 - $150.39 $427,746 - $475,382	3,161 New	3,161 $447,000
Q3 2019 Nov 14, 2019	SELL	$135.32 - $150.39 $445,338 - $494,933	-3,291 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$139.15 - $154.07 $6,818 - $7,549	-49 Reduced 1.47%	3,291 $488,000
Q1 2019 May 14, 2019	SELL	$128.98 - $154.53 $291,236 - $348,928	-2,258 Reduced 40.34%	3,340 $505,000
Q4 2018 Feb 14, 2019	BUY	$124.17 - $163.24 $496 - $652	4 Added 0.07%	5,598 $737,000
Q3 2018 Nov 14, 2018	BUY	$160.17 - $169.49 $160 - $169	1 Added 0.02%	5,594 $925,000
Q2 2018 Aug 14, 2018	BUY	$153.28 - $168.16 $857,295 - $940,518	5,593 New	5,593 $904,000

114

2.4M

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