Mc Kinley Carter Wealth Services, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Mc Kinley Carter Wealth Services, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$112.76 - $116.14 $113,211 - $116,604	-1,004 Reduced 25.15%	2,988 $338,000
Q2 2023 Aug 02, 2023	SELL	$115.23 - $119.04 $288,996 - $298,552	-2,508 Reduced 38.58%	3,992 $460,000
Q1 2023 Apr 24, 2023	SELL	$113.55 - $118.41 $95,609 - $99,701	-842 Reduced 11.47%	6,500 $764,000
Q4 2022 Feb 07, 2023	SELL	$112.33 - $116.76 $419,440 - $435,981	-3,734 Reduced 33.71%	7,342 $843,000
Q3 2022 Oct 24, 2022	SELL	$113.35 - $121.3 $177,846 - $190,319	-1,569 Reduced 12.41%	11,076 $1.27 Million
Q2 2022 Jul 15, 2022	SELL	$116.23 - $121.42 $200,148 - $209,085	-1,722 Reduced 11.99%	12,645 $1.51 Million
Q1 2022 Apr 27, 2022	SELL	$121.42 - $128.17 $547,361 - $577,790	-4,508 Reduced 23.88%	14,367 $1.75 Million
Q4 2021 Feb 07, 2022	SELL	$128.19 - $130.42 $71,017 - $72,252	-554 Reduced 2.85%	18,875 $2.43 Million
Q3 2021 Nov 03, 2021	SELL	$129.96 - $131.96 $468,635 - $475,847	-3,606 Reduced 15.65%	19,429 $2.53 Million
Q2 2021 Aug 12, 2021	SELL	$129.78 - $131.28 $637,738 - $645,109	-4,914 Reduced 17.58%	23,035 $3.01 Million
Q1 2021 Apr 30, 2021	BUY	$129.89 - $133.02 $1.59 Million - $1.63 Million	12,270 Added 78.26%	27,949 $3.63 Million
Q4 2020 Feb 16, 2021	BUY	$132.44 - $133.52 $2.08 Million - $2.09 Million	15,679 New	15,679 $2.09 Million

728

85.7M

144K

1.79M

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