MCKINLEY CARTER WEALTH SERVICES, INC. – iShares S&P 500 Growth ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$635,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.08% | -120 shares | -35K | $57.85 | 10.97K |
| Q2 2022 | share | Decrease | -18.74% | -2.56K shares | -373K | $60.35 | 11.09K |
| Q1 2022 | share | Decrease | -2.18% | -304 shares | -125K | $76.38 | 13.65K |
| Q4 2021 | share | Decrease | -2.87% | -412 shares | 106K | $84.16 | 13.96K |
| Q3 2021 | share | Decrease | -8.68% | -1.36K shares | -83K | $73.91 | 14.37K |
| Q2 2021 | share | Increase | +6.40% | 947 shares | 182K | $72.62 | 15.74K |
| Q1 2021 | share | Decrease | -2.12% | -321 shares | -1K | $64.94 | 14.79K |
| Q4 2020 | share | Increase | 0.00% | 15.11K shares | 964K | $63.55 | 15.11K |
| Q1 2020 | share | Decrease | -100.00% | -2.48K shares | -120K | $40.8 | 0 |
| Q4 2019 | share | Increase | 0.00% | 2.48K shares | 120K | $47.72 | 2.48K |
| Q2 2018 | share | Decrease | -100.00% | -660 shares | -26K | $39.15 | 0 |
| Q1 2018 | share | Increase | 0.00% | 660 shares | 26K | $37.22 | 660 |