MCKINLEY CARTER WEALTH SERVICES, INC. – Eversource Energy Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$348,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-7.71%
quarter
Eversource Energy 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.61% | -475 shares | -69K | $77.96 | 4.46K |
| Q2 2022 | share | Decrease | -2.58% | -131 shares | -30K | $84.47 | 4.94K |
| Q1 2022 | share | Decrease | -3.96% | -209 shares | -33K | $88.19 | 5.07K |
| Q4 2021 | share | Decrease | -21.20% | -1.42K shares | -67K | $91.14 | 5.28K |
| Q3 2021 | share | Decrease | -23.34% | -2.04K shares | -155K | $81.76 | 6.70K |
| Q2 2021 | share | Decrease | -0.22% | -19 shares | -56K | $79.68 | 8.74K |
| Q1 2021 | share | Increase | +0.99% | 86 shares | 7K | $85.36 | 8.76K |
| Q4 2020 | share | Increase | +147.36% | 5.16K shares | 458K | $84.63 | 8.67K |
| Q3 2020 | share | Increase | +3.27% | 111 shares | 10K | $81.18 | 3.50K |
| Q2 2020 | share | Increase | +1.71% | 57 shares | 22K | $80.37 | 3.39K |
| Q1 2020 | share | Increase | +0.03% | 1 shares | -23K | $74.94 | 3.33K |
| Q4 2019 | share | Decrease | -2.17% | -74 shares | -8K | $81.01 | 3.33K |
| Q3 2019 | share | Increase | +16.61% | 486 shares | 70K | $80.88 | 3.41K |
| Q2 2019 | share | Increase | 0.00% | 2.92K shares | 222K | $71.23 | 2.92K |
| Q2 2018 | share | Decrease | -100.00% | -2.94K shares | -173K | $53.45 | 0 |
| Q1 2018 | share | Increase | 0.00% | 2.94K shares | 173K | $53.25 | 2.94K |