MCKINLEY CARTER WEALTH SERVICES, INC. – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.04M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.87% | -1.68K shares | -97K | $38.56 | 26.96K |
| Q2 2022 | share | Decrease | -0.22% | -62 shares | -217K | $39.69 | 28.65K |
| Q1 2022 | share | Decrease | -1.10% | -319 shares | -90K | $47.16 | 28.71K |
| Q4 2021 | share | Decrease | -1.13% | -332 shares | 89K | $49.69 | 29.03K |
| Q3 2021 | share | Decrease | -0.25% | -73 shares | -34K | $46.16 | 29.36K |
| Q2 2021 | share | Decrease | -2.91% | -883 shares | 2K | $46.98 | 29.43K |
| Q1 2021 | share | Decrease | -10.48% | -3.55K shares | 18K | $45.38 | 30.31K |
| Q4 2020 | share | Increase | +40.71% | 9.79K shares | 584K | $39.95 | 33.86K |
| Q3 2020 | share | Decrease | -12.68% | -3.49K shares | -76K | $32.14 | 24.07K |
| Q2 2020 | share | Decrease | -4.11% | -1.18K shares | 133K | $30.69 | 27.56K |
| Q1 2020 | share | Decrease | -24.95% | -9.55K shares | -660K | $24.77 | 28.74K |
| Q4 2019 | share | Decrease | -8.94% | -3.76K shares | -38K | $35.21 | 38.30K |
| Q3 2019 | share | Decrease | -1.69% | -724 shares | -32K | $32.77 | 42.06K |
| Q2 2019 | share | Increase | +2.49% | 1.04K shares | 67K | $32.81 | 42.78K |
| Q1 2019 | share | Increase | +5.10% | 2.02K shares | 222K | $31.96 | 41.74K |
| Q4 2018 | share | Increase | +5.39% | 2.03K shares | -193K | $28.12 | 39.72K |
| Q3 2018 | share | Decrease | -14.15% | -6.21K shares | -169K | $34.35 | 37.69K |
| Q2 2018 | share | Increase | +9.82% | 3.92K shares | 205K | $33.02 | 43.90K |
| Q1 2018 | share | Increase | +25.38% | 8.09K shares | 262K | $31.27 | 39.97K |
| Q4 2017 | share | Increase | 0.00% | 31.88K shares | 1.06M | $31.36 | 31.88K |