MCKINLEY CARTER WEALTH SERVICES, INC. – SPDR Portfolio S&P 500 Growth ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$289,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-4.17%
quarter
SPDR Portfolio S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.17% | -1.03K shares | -67K | $50.1 | 5.77K |
| Q2 2022 | share | Decrease | -2.26% | -157 shares | -105K | $52.28 | 6.80K |
| Q1 2022 | share | Decrease | -0.27% | -19 shares | -45K | $66.21 | 6.96K |
| Q4 2021 | share | Decrease | -28.56% | -2.79K shares | -119K | $72.84 | 6.98K |
| Q3 2021 | share | Decrease | -1.37% | -136 shares | 1K | $64.02 | 9.77K |
| Q2 2021 | share | Decrease | -0.99% | -99 shares | 59K | $62.87 | 9.90K |
| Q1 2021 | share | Decrease | -1.37% | -139 shares | 4K | $56.21 | 10.00K |
| Q4 2020 | share | Increase | 0.00% | 10.14K shares | 561K | $54.99 | 10.14K |
| Q3 2020 | share | Decrease | -100.00% | -8.17K shares | -367K | $49.72 | 0 |
| Q2 2020 | share | Decrease | -1.52% | -126 shares | 70K | $44.48 | 8.17K |
| Q1 2020 | share | Decrease | -20.14% | -2.09K shares | -138K | $35.29 | 8.29K |
| Q4 2019 | share | Decrease | -3.24% | -348 shares | 17K | $41.2 | 10.38K |
| Q3 2019 | share | Increase | 0.00% | 10.73K shares | 418K | $38.09 | 10.73K |