MCKINLEY CARTER WEALTH SERVICES, INC. – Energy Select Sector SPDR Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$654,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.71% | 804 shares | 62K | $72.02 | 9.08K |
| Q2 2022 | share | Increase | 0.00% | 8.28K shares | 592K | $71.51 | 8.28K |
| Q1 2022 | share | Decrease | -100.00% | -4.22K shares | -234K | $76.44 | 0 |
| Q4 2021 | share | Decrease | -5.44% | -243 shares | 2K | $55.36 | 4.22K |
| Q3 2021 | share | Increase | +0.07% | 3 shares | -9K | $52.09 | 4.46K |
| Q2 2021 | share | Decrease | -10.34% | -515 shares | -3K | $53.2 | 4.46K |
| Q1 2021 | share | Increase | 0.00% | 4.98K shares | 244K | $47.98 | 4.98K |
| Q2 2018 | share | Decrease | -100.00% | -143 shares | -10K | $63.37 | 0 |
| Q1 2018 | share | Increase | 0.00% | 143 shares | 10K | $55.86 | 143 |