MCKINLEY CARTER WEALTH SERVICES, INC. – SPDR Portfolio S&P 1500 Composite Stock Market ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$264,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.10%
quarter
SPDR Portfolio S&P 1500 Composite Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.31% | -920 shares | -57K | $44.11 | 5.99K |
| Q2 2022 | share | 0.00% | 0 shares | -63K | $46.48 | 6.91K | |
| Q1 2022 | share | Decrease | -14.47% | -1.16K shares | -88K | $55.58 | 6.91K |
| Q4 2021 | share | Decrease | -2.33% | -193 shares | 34K | $58.57 | 8.07K |
| Q3 2021 | share | Decrease | -1.84% | -155 shares | -8K | $52.99 | 8.27K |
| Q2 2021 | share | Decrease | -4.03% | -354 shares | 14K | $52.79 | 8.42K |
| Q1 2021 | share | Decrease | -15.74% | -1.64K shares | -48K | $48.86 | 8.78K |
| Q4 2020 | share | Increase | 0.00% | 10.42K shares | 480K | $45.63 | 10.42K |