MCKINLEY CARTER WEALTH SERVICES, INC. – iShares ESG Screened S&P Mid-Cap ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$537,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-2.79%
quarter
iShares ESG Screened S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.36% | 64 shares | -14K | $29.73 | 18.07K |
| Q2 2022 | share | Increase | +8.81% | 1.45K shares | -54K | $30.58 | 18.00K |
| Q1 2022 | share | Increase | +21.03% | 2.87K shares | 74K | $36.57 | 16.55K |
| Q4 2021 | share | Increase | 0.00% | 13.67K shares | 531K | $38.81 | 13.67K |