UCFA
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United Capital Financial Advisors’s Simulations Plus SLP Stock Holding History

United Capital Financial Advisors’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,880
Closed -$207K – 1228
2020
Q4 		$207K Buy
+2,880
New +$207K ﹤0.01% 1114