MCKINLEY CARTER WEALTH SERVICES, INC. – Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
580,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-1.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.72% | 1.63K shares | 45K | 18.39K | |
| Q2 2022 | share | 0.00% | 0 shares | -57K | 16.76K | ||
| Q1 2022 | share | Increase | +62.86% | 6.47K shares | 221K | 16.76K | |
| Q4 2021 | share | 0.00% | 0 shares | 22K | 10.29K | ||
| Q3 2021 | share | Increase | +2.93% | 293 shares | 7K | 10.29K | |
| Q2 2021 | share | 0.00% | 0 shares | 9K | 10K | ||
| Q1 2021 | share | 0.00% | 0 shares | 10K | 10K | ||
| Q4 2020 | share | Increase | 0.00% | 10K shares | 323K | 10K |