United Capital Financial Advisers, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

United Capital Financial Advisers, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$45.38 - $47.96 $280,766 - $296,728	-6,187 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$40.49 - $47.72 $16,196 - $19,088	-400 Reduced 6.07%	6,187 $284,000
Q4 2020 Feb 17, 2021	BUY	$33.4 - $40.77 $2,338 - $2,853	70 Added 1.07%	6,587 $268,000
Q3 2020 Nov 13, 2020	SELL	$32.11 - $36.44 $21,353 - $24,232	-665 Reduced 9.26%	6,517 $216,000
Q2 2020 Aug 13, 2020	SELL	$29.54 - $36.83 $100,524 - $125,332	-3,403 Reduced 32.15%	7,182 $243,000
Q1 2020 May 15, 2020	BUY	$28.19 - $51.45 $2,057 - $3,755	73 Added 0.69%	10,585 $351,000
Q4 2019 Feb 14, 2020	BUY	$47.97 - $51.5 $302,642 - $324,913	6,309 Added 150.11%	10,512 $535,000
Q3 2019 Feb 14, 2020	BUY	$48.52 - $49.75 $203,929 - $209,099	4,203 New	4,203 $205,000

123

3.37M

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