United Capital Financial Advisers, LLC Spdr Index Shs Fds S Spdr Port Transaction History

United Capital Financial Advisers, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$32.02 - $41.32 $200,509 - $258,745	-6,262 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$29.16 - $44.16 $5,569 - $8,434	-191 Reduced 2.96%	6,262 $211,000
Q4 2019 Feb 14, 2020	SELL	$38.77 - $43.22 $15,236 - $16,985	-393 Reduced 5.74%	6,453 $277,000
Q3 2019 Feb 14, 2020	BUY	$39.76 - $40.54 $272,196 - $277,536	6,846 New	6,846 $273,000
Q3 2019 Nov 14, 2019	SELL	$39.76 - $40.54 $2.82 Million - $2.88 Million	-71,007 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-2,493 Reduced 3.39%	71,007 $5.68 Million
Q1 2019 May 14, 2019	BUY	N/A	2,278 Added 3.2%	73,500 $5.72 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-457 Reduced 0.64%	71,222 $4.96 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,225 Reduced 1.68%	71,679 $5.81 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,833 Added 4.04%	72,904 $5.63 Million
Q1 2018 May 15, 2018	BUY	N/A	2,914 Added 4.34%	70,071 $5.48 Million
Q4 2017 Feb 13, 2018	BUY	N/A	993 Added 1.5%	67,157 $5.3 Million
Q3 2017 Nov 14, 2017	BUY	N/A	4,629 Added 7.52%	66,164 $4.99 Million
Q2 2017 Aug 14, 2017	BUY	N/A	61,535	61,535 $4.42 Million

140

9.76M

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