United Capital Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,731	Closed	-$377K	–	1114
2022 Q3	$377K	Buy	5,731 +107	+2%	+$8.11K	﹤0.01%	841
2022 Q2	$397K	Buy	5,624 +21	+0.4%	+$1.61K	﹤0.01%	853
2022 Q1	$464K	Buy	5,603 +36	+0.6%	+$3.52K	﹤0.01%	851
2021 Q4	$599K	Buy	5,567 +401	+8%	+$45.1K	﹤0.01%	812
2021 Q3	$562K	Hold	5,166	–	–	﹤0.01%	830
2021 Q2	$480K	Sell	5,166 -110	-2%	-$10.9K	﹤0.01%	869
2021 Q1	$498K	Buy	+5,276	New	+$437K	﹤0.01%	847
2019 Q3	–	Sell	-6,593	Closed	-$295K	–	1493
2019 Q2	$295K	Hold	6,593	–	–	﹤0.01%	1220
2019 Q1	$271K	Buy	6,593 +20	+0.3%	+$881	﹤0.01%	1164
2018 Q4	$260K	Sell	6,573 -902	-12%	-$42.6K	﹤0.01%	1117
2018 Q3	$425K	Sell	7,475 -26	-0.3%	-$1.5K	﹤0.01%	1001
2018 Q2	$425K	Buy	7,501 +26	+0.3%	+$1.56K	﹤0.01%	973
2018 Q1	$434K	Sell	7,475 -64	-0.8%	-$3.79K	﹤0.01%	991
2017 Q4	$427K	Buy	7,539 +729	+11%	+$40.6K	﹤0.01%	1010
2017 Q3	$361K	Buy	6,810 +93	+1%	+$4.56K	﹤0.01%	1054
2017 Q2	$330K	Buy	6,717 +48	+0.7%	+$2.28K	﹤0.01%	1044
2017 Q1	$327K	Hold	6,669	–	–	﹤0.01%	1020
2016 Q4	$325K	Sell	6,669 -1,700	-20%	-$73.1K	﹤0.01%	1027
2016 Q3	$314K	Buy	+8,369	New	+$298K	﹤0.01%	1064