Mc Kinley Carter Wealth Services, Inc. Direxion Nasdaq 100 Equal Weig 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 Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 25,458 shares of QQQE stock, worth $2.22 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

25,458

Previous 23,689 7.47%

Holding current value

$2.22 Million

Previous $2.01 Million 13.22%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$82.13 - $89.46 $145,287 - $158,254	1,769 Added 7.47%	25,458 $2.27 Million
Q4 2023 Feb 07, 2024	SELL	$70.45 - $85.0 $205,009 - $247,350	-2,910 Reduced 10.94%	23,689 $2.01 Million
Q3 2023 Oct 13, 2023	SELL	$73.68 - $80.76 $12,009 - $13,163	-163 Reduced 0.61%	26,599 $1.99 Million
Q2 2023 Aug 02, 2023	BUY	$69.17 - $77.41 $881,156 - $986,125	12,739 Added 90.84%	26,762 $2.06 Million
Q1 2023 Apr 24, 2023	SELL	$63.51 - $73.08 $64,081 - $73,737	-1,009 Reduced 6.71%	14,023 $1.02 Million

Q4 2022 Feb 07, 2023	SELL	$61.24 - $68.91 $101,168 - $113,839	-1,652 Reduced 9.9%	15,032 $959,000
Q3 2022 Oct 24, 2022	SELL	$61.23 - $73.73 $29,512 - $35,537	-482 Reduced 2.81%	16,684 $1.01 Million
Q2 2022 Jul 15, 2022	BUY	$60.8 - $78.72 $1.04 Million - $1.35 Million	17,166 New	17,166 $1.08 Million

Others Institutions Holding QQQE

# of Institutions

209

Shares Held

7.55M

Call Options Held

28.5K

Put Options Held

228K

View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
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Mc Kinley Carter Wealth Services, Inc. Direxion Nasdaq 100 Equal Weig Transaction History