MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Core Dividend Growth ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$460,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.46% | -956 shares | -78K | $44.47 | 10.34K |
| Q2 2022 | share | Decrease | -6.09% | -733 shares | -105K | $47.64 | 11.29K |
| Q1 2022 | share | Increase | +13.02% | 1.38K shares | 51K | $53.41 | 12.03K |
| Q4 2021 | share | Decrease | -34.75% | -5.67K shares | -228K | $55.56 | 10.64K |
| Q3 2021 | share | Increase | +11.21% | 1.64K shares | 81K | $50.24 | 16.31K |
| Q2 2021 | share | Increase | +163.58% | 9.10K shares | 470K | $50.12 | 14.67K |
| Q1 2021 | share | Decrease | -0.30% | -17 shares | 19K | $47.79 | 5.56K |
| Q4 2020 | share | Increase | 0.00% | 5.58K shares | 250K | $44.13 | 5.58K |