MCKINLEY CARTER WEALTH SERVICES, INC. – Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
3.68M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.30% | 1.27K shares | 122K | 13.68K | |
| Q2 2022 | share | Increase | +4.69% | 556 shares | -218K | 12.40K | |
| Q1 2022 | share | Increase | +11.55% | 1.22K shares | 105K | 11.84K | |
| Q4 2021 | share | Increase | 0.00% | 10.62K shares | 3.67M | 10.62K |