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

Mc Kinley Carter Wealth Services, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$82.8 - $89.44 $610,401 - $659,351	-7,372 Reduced 28.96%	18,086 $1.6 Million
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	$58.71 - $68.91 $96,988 - $113,839	-1,652 Reduced 9.9%	15,032 $959,000
Q3 2022 Oct 24, 2022	SELL	$60.25 - $73.73 $29,040 - $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

228

8.21M

14.3K

134K

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.