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

145

7.4M

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.