Mc Kinley Carter Wealth Services, Inc. Spdr S&P Aerospace & Defense E Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,699 shares of XAR stock, worth $516,264. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,699
Previous 2,699 -0.0%
Holding current value
$516,264
Previous $447,000 2.46%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$109.6 - $136.33 $52,717 - $65,574
481 Added 21.69%
2,699 $365,000
Q3 2023

Oct 13, 2023
BUY
$110.08 - $125.09 $244,157 - $277,449
2,218 New
2,218 $248,000
Q2 2022

Jul 15, 2022
SELL
$96.26 - $126.23 $273,089 - $358,114
-2,837 Closed
0 $0
Q4 2021

Feb 07, 2022
SELL
$109.09 - $125.62 $28,363 - $32,661
-260 Reduced 8.4%
2,837 $330,000
Q3 2021

Nov 03, 2021
SELL
$115.91 - $132.64 $67,111 - $76,798
-579 Reduced 15.75%
3,097 $369,000
Q4 2020

Feb 16, 2021
BUY
$84.3 - $116.2 $309,886 - $427,151
3,676 New
3,676 $422,000

Others Institutions Holding XAR

# of Institutions
415
Shares Held
7.58M
Call Options Held
33.2K
Put Options Held
4.1K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email