MCKINLEY CARTER WEALTH SERVICES, INC. – SPDR S&P 600 Small Cap Value ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$548,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.33% | -2.91K shares | -254K | $67.14 | 8.15K |
| Q2 2022 | share | Decrease | -1.84% | -207 shares | -138K | $72.41 | 11.07K |
| Q1 2022 | share | Decrease | -0.16% | -18 shares | -17K | $83.33 | 11.28K |
| Q4 2021 | share | Decrease | -21.45% | -3.08K shares | -222K | $84.91 | 11.29K |
| Q3 2021 | share | Decrease | -6.68% | -1.03K shares | -142K | $81.96 | 14.38K |
| Q2 2021 | share | Decrease | -2.67% | -423 shares | 22K | $85.43 | 15.41K |
| Q1 2021 | share | Decrease | -2.54% | -412 shares | 224K | $81.44 | 15.83K |
| Q4 2020 | share | Increase | 0.00% | 16.24K shares | 1.07M | $65.47 | 16.24K |