MCKINLEY CARTER WEALTH SERVICES, INC. – Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$7.39M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.94% | -35.63K shares | -1.99M | $28.13 | 262.88K |
| Q2 2022 | share | Decrease | -21.54% | -81.97K shares | -4.58M | $31.45 | 298.51K |
| Q1 2022 | share | Decrease | -5.07% | -20.33K shares | -1.60M | $36.72 | 380.48K |
| Q4 2021 | share | Increase | +62.72% | 154.49K shares | 6.04M | $38.93 | 400.82K |
| Q3 2021 | share | Decrease | -1.52% | -3.79K shares | -334K | $38.7 | 246.32K |
| Q2 2021 | share | Decrease | -1.92% | -4.88K shares | 274K | $39.45 | 250.11K |
| Q1 2021 | share | Increase | 0.00% | 255.00K shares | 9.59M | $37.3 | 255.00K |