Mc Kinley Carter Wealth Services, Inc. Closed Holding Positions

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2020 Filed on Oct 14, 2020
15,861
$72.62 - $86.26 $1.15M - $1.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2020 Filed on Oct 14, 2020
3,832
$51.99 - $58.83 $199K - $225K
MET
Metlife Inc

Financial Services
Q2 2020 Filed on Jul 20, 2020
16,763
$27.72 - $43.0 $465K - $721K
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2020 Filed on Jul 20, 2020
15,918
$16.75 - $23.13 $267K - $368K
SPG
Simon Property Group Inc

Real Estate
Q2 2020 Filed on Jul 20, 2020
6,268
$44.01 - $95.5 $276K - $599K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2020 Filed on Jul 20, 2020
16,846
$35.1 - $42.83 $591K - $722K
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
28,665
N/A
VFC
V F Corp

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
7,650
$48.68 - $68.31 $372K - $523K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Jul 20, 2020
6,118
$70.24 - $97.87 $430K - $599K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Jul 20, 2020
13,368
$38.35 - $47.02 $513K - $629K
AFL
Aflac Inc

Financial Services
Q1 2020 Filed on May 01, 2020
3,971
$25.27 - $53.42 $100K - $212K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2020 Filed on May 01, 2020
10,439
$17.74 - $46.98 $185K - $490K
Aarons Inc
Q1 2020 Filed on May 01, 2020
31,563
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on May 01, 2020
877
$34.6 - $51.17 $30.3K - $44.9K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 01, 2020
1,082
$68.69 - $121.9 $74.3K - $132K
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2020 Filed on May 01, 2020
105
$128.35 - $198.13 $13.5K - $20.8K
IYY
Ishares Tr

ETFs
Q1 2020 Filed on May 01, 2020
45
$54.71 - $84.04 $2.46K - $3.78K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2020 Filed on May 01, 2020
60
$37.62 - $61.93 $2.26K - $3.72K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2020 Filed on May 01, 2020
82
$46.62 - $86.52 $3.82K - $7.09K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2020 Filed on May 01, 2020
240
$94.39 - $123.48 $22.7K - $29.6K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2020 Filed on May 01, 2020
270
$45.35 - $65.22 $12.2K - $17.6K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 01, 2020
1,353
$22.29 - $38.7 $30.2K - $52.4K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on May 01, 2020
3,713
$41.61 - $71.42 $154K - $265K
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 01, 2020
3,089
$15.37 - $77.52 $47.5K - $239K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2020 Filed on May 01, 2020
3,960
$54.94 - $81.34 $218K - $322K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on May 01, 2020
23,331
$34.16 - $122.45 $797K - $2.86M
FAST
Fastenal CO

Industrials
Q1 2020 Filed on May 01, 2020
5,759
$28.18 - $39.02 $162K - $225K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2020 Filed on May 01, 2020
13
$127.14 - $204.46 $1.65K - $2.66K
Liberty Ppty Tr
Q1 2020 Filed on May 01, 2020
4,125
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2020 Filed on May 01, 2020
362
$108.51 - $170.49 $39.3K - $61.7K
PNRG
Primeenergy Resources Corp

Energy
Q4 2019 Filed on Jan 23, 2020
2,000
$115.0 - $167.54 $230K - $335K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2019 Filed on Jan 23, 2020
2,935
$67.05 - $76.05 $197K - $223K
FDX
Fedex Corp

Industrials
Q3 2019 Filed on Nov 14, 2019
10,277
$143.25 - $176.01 $1.47M - $1.81M
NTAP
Net App, Inc.

Technology
Q3 2019 Filed on Nov 14, 2019
36,585
$44.71 - $62.84 $1.64M - $2.3M
Total Sys Svcs Inc
Q3 2019 Filed on Nov 14, 2019
27,621
N/A
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
47,087
$43.03 - $50.55 $2.03M - $2.38M
SQ
Block, Inc.

Technology
Q2 2019 Filed on Aug 02, 2019
2,800
$60.62 - $77.05 $170K - $216K
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2019 Filed on Aug 02, 2019
11,943
$37.31 - $44.94 $446K - $537K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2019 Filed on May 08, 2019
1,623
$60.6 - $75.32 $98.4K - $122K
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2019 Filed on May 08, 2019
5,027
$41.33 - $44.76 $208K - $225K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2019 Filed on May 08, 2019
54,742
N/A
Dowdupont Inc
Q1 2019 Filed on May 08, 2019
3,951
N/A
MRO
Marathon Oil Corp

Energy
Q1 2019 Filed on May 08, 2019
13,749
$14.62 - $17.69 $201K - $243K
F
Ford Motor CO

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
102,457
$7.78 - $8.99 $797K - $921K
ATR
Aptargroup, Inc.

Healthcare
Q4 2018 Filed on Feb 13, 2019
2,867
$89.7 - $108.15 $257K - $310K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q4 2018 Filed on Feb 13, 2019
1,435
$140.68 - $160.22 $202K - $230K
LAMR
Lamar Advertising CO

Real Estate
Q4 2018 Filed on Feb 13, 2019
2,571
$65.06 - $80.47 $167K - $207K
ARCC
Ares Capital Corp

Financial Services
Q4 2018 Filed on Feb 13, 2019
10,156
$14.71 - $17.58 $149K - $179K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 13, 2019
3,355
N/A
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