Mc Kinley Carter Wealth Services, Inc. Invesco ETF Tr Ii S&P 500 Low 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 Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 6,693 shares of SPLV stock, worth $434,107. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,693

Previous 7,128 6.1%

Holding current value

$434,107

Previous $446,000 1.35%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$62.43 - $65.87 $27,157 - $28,653	-435 Reduced 6.1%	6,693 $440,000
Q4 2023 Feb 07, 2024	BUY	$57.48 - $63.4 $409,717 - $451,915	7,128 New	7,128 $446,000
Q3 2022 Oct 24, 2022	SELL	$60.66 - $67.03 $26,811 - $29,627	-442 Reduced 11.29%	3,472 $201,000
Q1 2022 Apr 27, 2022	SELL	$62.23 - $68.01 $12,197 - $13,329	-196 Reduced 4.77%	3,914 $263,000
Q4 2021 Feb 07, 2022	BUY	$61.08 - $68.63 $4,458 - $5,009	73 Added 1.81%	4,110 $282,000

Q3 2021 Nov 03, 2021	SELL	$60.84 - $64.67 $27,195 - $28,907	-447 Reduced 9.97%	4,037 $246,000
Q2 2021 Aug 12, 2021	SELL	$58.35 - $61.95 $5,134 - $5,451	-88 Reduced 1.92%	4,484 $273,000
Q1 2021 Apr 30, 2021	BUY	$53.92 - $58.74 $3,289 - $3,583	61 Added 1.35%	4,572 $266,000
Q4 2020 Feb 16, 2021	BUY	$52.03 - $56.23 $234,707 - $253,653	4,511 New	4,511 $254,000

Others Institutions Holding SPLV

# of Institutions

728

Shares Held

76.8M

Call Options Held

59.6K

Put Options Held

11.4K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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Mc Kinley Carter Wealth Services, Inc. Invesco ETF Tr Ii S&P 500 Low Transaction History