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

Mc Kinley Carter Wealth Services, Inc.

$1.54 Billion
Q2 2024

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 $429,033. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,699

Previous 2,699 -0.0%

Holding current value

$429,033

Previous $379,000 0.53%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

369

Shares Held

7.03M

Call Options Held

20.9K

Put Options Held

1.3K

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About SPDR S&P AEROSPACE & DEFENSE E

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