MCKINLEY CARTER WEALTH SERVICES, INC. – The Progressive Corporation Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$689,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-0.05%
quarter
The Progressive Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.70% | 99 shares | 11K | $116.21 | 5.92K |
| Q2 2022 | share | Increase | +0.07% | 4 shares | 14K | $116.27 | 5.82K |
| Q1 2022 | share | Increase | +0.09% | 5 shares | 67K | $113.99 | 5.82K |
| Q4 2021 | share | Decrease | -0.34% | -20 shares | 69K | $103.05 | 5.81K |
| Q3 2021 | share | Increase | +0.09% | 5 shares | -45K | $90.29 | 5.83K |
| Q2 2021 | share | Decrease | -0.34% | -20 shares | 14K | $98 | 5.83K |
| Q1 2021 | share | Increase | +14.31% | 733 shares | 52K | $95.31 | 5.85K |
| Q4 2020 | share | Increase | +2.05% | 103 shares | 32K | $94 | 5.12K |
| Q3 2020 | share | Increase | +0.12% | 6 shares | 73K | $89.91 | 5.01K |
| Q2 2020 | share | Increase | +0.12% | 6 shares | 32K | $75.98 | 5.01K |
| Q1 2020 | share | Increase | +2.79% | 136 shares | 17K | $69.95 | 5.00K |
| Q4 2019 | share | Increase | +0.27% | 13 shares | -22K | $66.43 | 4.87K |
| Q3 2019 | share | Increase | +0.12% | 6 shares | -13K | $70.79 | 4.85K |
| Q2 2019 | share | Increase | +7.02% | 318 shares | 61K | $73.16 | 4.85K |
| Q1 2019 | share | Decrease | -3.76% | -177 shares | 43K | $65.9 | 4.53K |
| Q4 2018 | share | 0.00% | 0 shares | -51K | $53.12 | 4.71K | |
| Q3 2018 | share | 0.00% | 0 shares | 56K | $62.55 | 4.71K | |
| Q2 2018 | share | Increase | +1285.29% | 4.37K shares | 258K | $52.08 | 4.71K |
| Q1 2018 | share | Increase | 0.00% | 340 shares | 21K | $53.64 | 340 |