MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Core Aggressive Allocation ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$564,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -22.97% | -3.03K shares | -227K | $55.45 | 10.17K |
| Q2 2022 | share | Decrease | -0.94% | -125 shares | -129K | $59.89 | 13.21K |
| Q1 2022 | share | Increase | +0.27% | 36 shares | -49K | $68.94 | 13.34K |
| Q4 2021 | share | Decrease | -0.36% | -48 shares | 37K | $72.97 | 13.30K |
| Q3 2021 | share | Decrease | -3.70% | -513 shares | -48K | $69.66 | 13.35K |
| Q2 2021 | share | Increase | +3.59% | 481 shares | 84K | $70.11 | 13.86K |
| Q1 2021 | share | Increase | 0.00% | 13.38K shares | 896K | $66.31 | 13.38K |