MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Core Moderate Allocation ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$351,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.89% | -493 shares | -41K | $36.61 | 9.58K |
| Q2 2022 | share | Increase | +2.02% | 199 shares | -32K | $38.96 | 10.07K |
| Q1 2022 | share | Increase | +7.79% | 714 shares | 7K | $42.97 | 9.87K |
| Q4 2021 | share | Decrease | -5.35% | -518 shares | -16K | $45.56 | 9.16K |
| Q3 2021 | share | Increase | +5.75% | 526 shares | 20K | $44.62 | 9.67K |
| Q2 2021 | share | Increase | +1.73% | 156 shares | 21K | $44.74 | 9.15K |
| Q1 2021 | share | Increase | +91.57% | 4.3K shares | 189K | $43.14 | 8.99K |
| Q4 2020 | share | Increase | 0.00% | 4.69K shares | 203K | $42.79 | 4.69K |