Mc Kinley Carter Wealth Services, Inc. Ishares Morningstar Small Cap Transaction History

Mc Kinley Carter Wealth Services, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 24, 2023	BUY	$35.89 - $41.91 $190,863 - $222,877	5,318 New	5,318 $207,000
Q2 2022 Jul 15, 2022	SELL	$33.74 - $44.96 $4,150 - $5,530	-123 Reduced 1.34%	9,025 $319,000
Q1 2022 Apr 27, 2022	SELL	$40.3 - $50.07 $3,626 - $4,506	-90 Reduced 0.97%	9,148 $404,000
Q4 2021 Feb 07, 2022	BUY	$47.43 - $54.51 $58,908 - $67,701	1,242 Added 15.53%	9,238 $459,000
Q3 2021 Nov 03, 2021	SELL	$48.09 - $52.25 $41,357 - $44,935	-860 Reduced 9.71%	7,996 $394,000
Q2 2021 Aug 12, 2021	BUY	$47.38 - $52.6 $349,664 - $388,188	7,380 Added 500.0%	8,856 $459,000
Q1 2021 Apr 30, 2021	BUY	$48.34 - $58.15 $3,867 - $4,652	80 Added 5.73%	1,476 $443,000
Q4 2020 Feb 16, 2021	BUY	$40.02 - $52.33 $55,867 - $73,052	1,396 New	1,396 $424,000

147

7.42M

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