Mc Kinley Carter Wealth Services, Inc. Industrial Sector Spdr Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,348 shares of XLI stock, worth $332,476. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,348

Previous 2,227 5.43%

Holding current value

$332,476

Previous $271,000 17.34%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$120.56 - $135.44 $14,587 - $16,388	121 Added 5.43%	2,348 $318,000
Q2 2024 Aug 09, 2024	SELL	$120.47 - $125.94 $2,047 - $2,140	-17 Reduced 0.76%	2,227 $271,000
Q1 2024 Apr 26, 2024	BUY	$110.23 - $125.96 $110 - $125	1 Added 0.04%	2,244 $282,000
Q4 2023 Feb 07, 2024	BUY	$96.44 - $114.13 $96 - $114	1 Added 0.04%	2,243 $255,000
Q3 2023 Oct 13, 2023	BUY	$100.74 - $110.75 $201 - $221	2 Added 0.09%	2,242 $227,000
Q2 2023 Aug 02, 2023	BUY	$96.85 - $107.32 $96 - $107	1 Added 0.04%	2,240 $240,000
Q1 2023 Apr 24, 2023	BUY	$96.51 - $103.67 $96 - $103	1 Added 0.04%	2,239 $226,000
Q4 2022 Feb 07, 2023	BUY	$84.74 - $102.33 $189,648 - $229,014	2,238 New	2,238 $219,000
Q2 2018 Dec 07, 2018	SELL	N/A	-2,398 Closed	0 $0
Q1 2018 May 17, 2018	BUY	N/A	2,398 New	2,398 $178,000

Others Institutions Holding XLI

# of Institutions

1,424

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Mc Kinley Carter Wealth Services, Inc. Industrial Sector Spdr Transaction History