MCKINLEY CARTER WEALTH SERVICES, INC. – S&P Global Inc. Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$605,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -85.58% | -11.76K shares | -4.02M | $305.35 | 1.98K |
| Q2 2022 | share | Increase | +1.00% | 136 shares | -949K | $337.06 | 13.74K |
| Q1 2022 | share | Increase | +0.50% | 68 shares | -808K | $410.18 | 13.60K |
| Q4 2021 | share | Decrease | -1.43% | -196 shares | 553K | $470.48 | 13.54K |
| Q3 2021 | share | Increase | +1.59% | 215 shares | 287K | $424.19 | 13.73K |
| Q2 2021 | share | Increase | +0.57% | 77 shares | 805K | $409.05 | 13.52K |
| Q1 2021 | share | Increase | +5.97% | 758 shares | 574K | $350.95 | 13.44K |
| Q4 2020 | share | Increase | +14.65% | 1.62K shares | 181K | $326.17 | 12.68K |
| Q3 2020 | share | Increase | +9.96% | 1.00K shares | 674K | $357.08 | 11.06K |
| Q2 2020 | share | Increase | +34.06% | 2.55K shares | 1.47M | $325.65 | 10.06K |
| Q1 2020 | share | Increase | 0.00% | 7.50K shares | 1.84M | $241.69 | 7.50K |