Mc Kinley Carter Wealth Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,999 shares of GRID stock, worth $941,002. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,999
Previous 8,193 2.37%
Holding current value
$941,002
Previous $857,000 6.88%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$98.77 - $114.86 $19,161 - $22,282
-194 Reduced 2.37%
7,999 $916,000
Q4 2023

Feb 07, 2024
SELL
$85.32 - $105.07 $154,002 - $189,651
-1,805 Reduced 18.05%
8,193 $857,000
Q3 2023

Oct 13, 2023
BUY
$93.06 - $107.86 $93 - $107
1 Added 0.01%
9,998 $938,000
Q2 2023

Aug 02, 2023
BUY
$94.41 - $105.64 $943,816 - $1.06 Million
9,997 New
9,997 $1.05 Million

Others Institutions Holding GRID

# of Institutions
209
Shares Held
4.99M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

GRID Quotes by TradingView
  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
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