MCKINLEY CARTER WEALTH SERVICES, INC. – SPDR Portfolio S&P 500 ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$4.44M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.97% | -1.03K shares | -295K | $41.99 | 105.94K |
| Q2 2022 | share | Decrease | -0.54% | -579 shares | -971K | $44.34 | 106.98K |
| Q1 2022 | share | Decrease | -2.54% | -2.80K shares | -447K | $53.13 | 107.56K |
| Q4 2021 | share | Decrease | -1.89% | -2.12K shares | 486K | $56 | 110.37K |
| Q3 2021 | share | Decrease | -1.47% | -1.67K shares | -71K | $50.46 | 112.49K |
| Q2 2021 | share | Decrease | -6.62% | -8.08K shares | 48K | $50.18 | 114.17K |
| Q1 2021 | share | Decrease | -42.90% | -91.86K shares | -3.71M | $46.31 | 122.26K |
| Q4 2020 | share | Increase | +75.59% | 92.17K shares | 4.61M | $43.52 | 214.13K |
| Q3 2020 | share | Decrease | -16.46% | -24.02K shares | -493K | $38.79 | 121.95K |
| Q2 2020 | share | Decrease | -0.99% | -1.45K shares | 832K | $35.6 | 145.97K |
| Q1 2020 | share | Decrease | -19.30% | -35.27K shares | -2.45M | $29.57 | 147.43K |
| Q4 2019 | share | Decrease | -4.07% | -7.75K shares | 272K | $36.72 | 182.70K |
| Q3 2019 | share | Increase | +40.82% | 55.20K shares | 1.96M | $33.67 | 190.46K |
| Q2 2019 | share | Increase | +2.12% | 2.81K shares | 271K | $33.21 | 135.25K |
| Q1 2019 | share | Increase | +6.39% | 7.94K shares | 765K | $31.79 | 132.44K |
| Q4 2018 | share | Increase | +6.08% | 7.13K shares | -362K | $27.82 | 124.49K |
| Q3 2018 | share | Increase | +7.43% | 8.11K shares | 515K | $32.25 | 117.36K |
| Q2 2018 | share | Increase | +11.20% | 11K shares | 443K | $30.01 | 109.24K |
| Q1 2018 | share | Increase | +17.99% | 14.98K shares | 433K | $28.99 | 98.24K |
| Q4 2017 | share | Increase | 0.00% | 83.26K shares | 2.60M | $29.21 | 83.26K |