MCKINLEY CARTER WEALTH SERVICES, INC. – Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$720,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-10.54%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -85K | $27.83 | 25.87K | |
| Q2 2022 | share | 0.00% | 0 shares | -269K | $31.11 | 25.87K | |
| Q1 2022 | share | Decrease | -53.65% | -29.94K shares | -1.24M | $41.5 | 25.87K |
| Q4 2021 | share | Increase | +0.20% | 110 shares | -68K | $41.96 | 55.82K |
| Q3 2021 | share | Increase | +115.31% | 29.83K shares | 1.28M | $42.67 | 55.71K |
| Q2 2021 | share | 0.00% | 0 shares | 229K | $42.35 | 25.87K | |
| Q1 2021 | share | Increase | +18.28% | 4K shares | 379K | $33.46 | 25.87K |
| Q4 2020 | share | 0.00% | 0 shares | 147K | $22.39 | 21.87K | |
| Q3 2020 | share | 0.00% | 0 shares | 58K | $15.69 | 21.87K | |
| Q2 2020 | share | 0.00% | 0 shares | 12K | $12.99 | 21.87K | |
| Q1 2020 | share | 0.00% | 0 shares | -266K | $12.37 | 21.87K | |
| Q4 2019 | share | 0.00% | 0 shares | 111K | $24.06 | 21.87K | |
| Q3 2019 | share | 0.00% | 0 shares | 63K | $19.1 | 21.87K | |
| Q2 2019 | share | 0.00% | 0 shares | 37K | $16.28 | 21.87K | |
| Q1 2019 | share | 0.00% | 0 shares | -61K | $14.6 | 21.87K | |
| Q4 2018 | share | 0.00% | 0 shares | 1K | $17.23 | 21.87K | |
| Q3 2018 | share | 0.00% | 0 shares | -1K | $17.18 | 21.87K | |
| Q2 2018 | share | 0.00% | 0 shares | -37K | $17.18 | 21.87K | |
| Q1 2018 | share | 0.00% | 0 shares | -8K | $18.78 | 21.87K | |
| Q4 2017 | share | Increase | 0.00% | 21.87K shares | 440K | $19.09 | 21.87K |