MCKINLEY CARTER WEALTH SERVICES, INC. – Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
754,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-2.27%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | 24.44K | ||
| Q2 2022 | share | Increase | +1.20% | 290 shares | -74K | 24.44K | |
| Q1 2022 | share | Increase | +70.67% | 10K shares | 340K | 24.15K | |
| Q4 2021 | share | Increase | +22.79% | 2.62K shares | 109K | 14.15K | |
| Q3 2021 | share | 0.00% | 0 shares | 4K | 11.52K | ||
| Q2 2021 | share | 0.00% | 0 shares | 14K | 11.52K | ||
| Q1 2021 | share | 0.00% | 0 shares | 14K | 11.52K | ||
| Q4 2020 | share | Increase | 0.00% | 11.52K shares | 364K | 11.52K |