MCKINLEY CARTER WEALTH SERVICES, INC. – iShares MSCI USA Min Vol Factor ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$551,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.78% | -1.44K shares | -135K | $66.1 | 8.33K |
| Q2 2022 | share | Increase | +2.54% | 242 shares | -53K | $70.21 | 9.77K |
| Q1 2022 | share | Decrease | -9.49% | -999 shares | -113K | $77.57 | 9.53K |
| Q4 2021 | share | Decrease | -15.52% | -1.93K shares | -64K | $81 | 10.53K |
| Q3 2021 | share | Decrease | -17.42% | -2.62K shares | -195K | $73.5 | 12.46K |
| Q2 2021 | share | Decrease | -64.36% | -27.25K shares | -1.81M | $73.33 | 15.09K |
| Q1 2021 | share | Decrease | -2.51% | -1.08K shares | -19K | $68.73 | 42.35K |
| Q4 2020 | share | Increase | 0.00% | 43.44K shares | 2.94M | $67.16 | 43.44K |