Mc Kinley Carter Wealth Services, Inc. Ishares Tr Core Growth Allocat Transaction History

Mc Kinley Carter Wealth Services, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$57.32 - $59.66 $643,932 - $670,220	-11,234 Reduced 74.47%	3,851 $220,000
Q3 2024 Oct 15, 2024	BUY	$55.15 - $59.31 $24,045 - $25,859	436 Added 2.98%	15,085 $893,000
Q2 2024 Aug 09, 2024	SELL	$53.33 - $56.61 $27,304 - $28,984	-512 Reduced 3.38%	14,649 $825,000
Q1 2024 Apr 26, 2024	SELL	$52.25 - $55.68 $28,162 - $30,011	-539 Reduced 3.43%	15,161 $844,000
Q4 2023 Feb 07, 2024	BUY	$47.73 - $53.4 $57,132 - $63,919	1,197 Added 8.25%	15,700 $835,000
Q3 2023 Oct 13, 2023	BUY	$49.22 - $52.2 $61,623 - $65,354	1,252 Added 9.45%	14,503 $716,000
Q2 2023 Aug 02, 2023	SELL	$49.42 - $51.49 $4,645 - $4,840	-94 Reduced 0.7%	13,251 $681,000
Q1 2023 Apr 24, 2023	SELL	$47.5 - $50.91 $78,707 - $84,357	-1,657 Reduced 11.05%	13,345 $667,000
Q4 2022 Feb 07, 2023	SELL	$44.27 - $49.42 $13,900 - $15,517	-314 Reduced 2.05%	15,002 $707,000
Q3 2022 Oct 24, 2022	SELL	$44.78 - $50.98 $57,810 - $65,815	-1,291 Reduced 7.77%	15,316 $686,000
Q2 2022 Jul 15, 2022	BUY	$47.07 - $54.22 $10,920 - $12,579	232 Added 1.42%	16,607 $797,000
Q1 2022 Apr 27, 2022	SELL	$51.69 - $57.18 $77,896 - $86,170	-1,507 Reduced 8.43%	16,375 $884,000
Q4 2021 Feb 07, 2022	SELL	$55.21 - $57.77 $29,371 - $30,733	-532 Reduced 2.89%	17,882 $1.02 Million
Q3 2021 Nov 03, 2021	BUY	$55.25 - $57.29 $57,404 - $59,524	1,039 Added 5.98%	18,414 $1.02 Million
Q2 2021 Aug 12, 2021	BUY	$54.04 - $56.17 $38,152 - $39,656	706 Added 4.24%	17,375 $973,000
Q1 2021 Apr 30, 2021	BUY	$52.05 - $53.97 $867,621 - $899,625	16,669 New	16,669 $893,000

412

16.3M

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.