MCKINLEY CARTER WEALTH SERVICES, INC. – WisdomTree U.S. MidCap Earnings Fund Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$250,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-4.33%
quarter
WisdomTree U.S. MidCap Earnings Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.25% | -252 shares | -23K | $43.98 | 5.68K |
| Q2 2022 | share | Decrease | -15.61% | -1.09K shares | -112K | $45.97 | 5.93K |
| Q1 2022 | share | Decrease | -0.01% | -1 shares | -11K | $54.68 | 7.03K |
| Q4 2021 | share | Decrease | -20.38% | -1.80K shares | -64K | $56.22 | 7.03K |
| Q3 2021 | share | Decrease | -1.20% | -107 shares | -8K | $52.01 | 8.83K |
| Q2 2021 | share | Decrease | -0.54% | -49 shares | 10K | $52.11 | 8.94K |
| Q1 2021 | share | Decrease | -2.81% | -260 shares | 56K | $50.51 | 8.99K |
| Q4 2020 | share | Increase | 0.00% | 9.25K shares | 402K | $43.08 | 9.25K |