MCKINLEY CARTER WEALTH SERVICES, INC. – Invesco S&P 500 Equal Weight ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.38M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.18%
quarter
Invesco S&P 500 Equal Weight ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.68% | -534 shares | -147K | $127.28 | 10.87K |
| Q2 2022 | share | Decrease | -3.90% | -463 shares | -341K | $134.23 | 11.40K |
| Q1 2022 | share | Decrease | -0.34% | -41 shares | -66K | $157.71 | 11.86K |
| Q4 2021 | share | Decrease | -5.90% | -747 shares | 42K | $162.75 | 11.90K |
| Q3 2021 | share | Decrease | -7.76% | -1.06K shares | -172K | $149.82 | 12.65K |
| Q2 2021 | share | Decrease | -11.67% | -1.81K shares | -132K | $150.17 | 13.72K |
| Q1 2021 | share | Decrease | -11.77% | -2.07K shares | -45K | $140.74 | 15.53K |
| Q4 2020 | share | Increase | 0.00% | 17.60K shares | 2.24M | $126.13 | 17.60K |