Shares

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

Nov 13, 2020

SELL
N/A
-6,652 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
N/A
6,652 New
6,652 $266,000
Q1 2020

May 15, 2020

SELL
N/A
-7,058 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
N/A
-49,568 Reduced 87.54%
7,058 $421,000
Q3 2019

Nov 14, 2019

BUY
N/A
5,086 Added 9.87%
56,626 $2.26 Million
Q2 2019

Aug 13, 2019

BUY
N/A
43,492 Added 540.41%
51,540 $2.37 Million
Q1 2019

May 14, 2019

SELL
N/A
-465 Reduced 5.46%
8,048 $376,000
Q4 2018

Feb 14, 2019

SELL
N/A
-1,180 Reduced 12.17%
8,513 $308,000
Q3 2018

Nov 14, 2018

BUY
N/A
29 Added 0.3%
9,693 $471,000
Q2 2018

Aug 14, 2018

SELL
N/A
-3,958 Reduced 29.06%
9,664 $378,000
Q1 2018

May 15, 2018

SELL
N/A
-5,018 Reduced 26.92%
13,622 $450,000
Q3 2017

Nov 14, 2017

BUY
N/A
18,640
18,640 $478,000
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.