MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Core Growth Allocation ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$686,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-6.71%
quarter
iShares Core Growth Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.77% | -1.29K shares | -111K | $44.78 | 15.31K |
| Q2 2022 | share | Increase | +1.42% | 232 shares | -87K | $48 | 16.60K |
| Q1 2022 | share | Decrease | -8.43% | -1.50K shares | -137K | $53.96 | 16.37K |
| Q4 2021 | share | Decrease | -2.89% | -532 shares | 0 | $57.21 | 17.88K |
| Q3 2021 | share | Increase | +5.98% | 1.03K shares | 48K | $55.33 | 18.41K |
| Q2 2021 | share | Increase | +4.24% | 706 shares | 80K | $55.59 | 17.37K |
| Q1 2021 | share | Increase | 0.00% | 16.66K shares | 893K | $53.05 | 16.66K |