MCKINLEY CARTER WEALTH SERVICES, INC. – FlexShares Morningstar Global Upstream Natural Resources Index Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$784,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.24%
quarter
FlexShares Morningstar Global Upstream Natural Resources Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.61% | -1.47K shares | -102K | $37.59 | 20.85K |
| Q2 2022 | share | Decrease | -7.99% | -1.94K shares | -250K | $39.67 | 22.32K |
| Q1 2022 | share | Decrease | -26.57% | -8.78K shares | -169K | $46.83 | 24.26K |
| Q4 2021 | share | Decrease | -18.45% | -7.47K shares | -178K | $39.29 | 33.04K |
| Q3 2021 | share | Decrease | -11.40% | -5.21K shares | -268K | $36.6 | 40.52K |
| Q2 2021 | share | Decrease | -26.88% | -16.81K shares | -513K | $37.72 | 45.73K |
| Q1 2021 | share | Decrease | -9.32% | -6.43K shares | 19K | $35.42 | 62.55K |
| Q4 2020 | share | Increase | 0.00% | 68.98K shares | 2.24M | $31.64 | 68.98K |