Mc Kinley Carter Wealth Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,628 shares of GRID stock, worth $1.04 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,628

Previous 8,326 3.63%

Holding current value

$1.04 Million

Previous $1.06 Million 2.83%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$119.34 - $127.78 $36,040 - $38,589	302 Added 3.63%	8,628 $1.03 Million
Q3 2024 Oct 15, 2024	SELL	$110.06 - $128.44 $9,355 - $10,917	-85 Reduced 1.01%	8,326 $1.06 Million
Q2 2024 Aug 09, 2024	BUY	$109.73 - $121.69 $45,208 - $50,136	412 Added 5.15%	8,411 $972,000
Q1 2024 Apr 26, 2024	SELL	$98.77 - $114.86 $19,161 - $22,282	-194 Reduced 2.37%	7,999 $916,000
Q4 2023 Feb 07, 2024	SELL	$85.32 - $105.07 $154,002 - $189,651	-1,805 Reduced 18.05%	8,193 $857,000
Q3 2023 Oct 13, 2023	BUY	$93.06 - $107.86 $93 - $107	1 Added 0.01%	9,998 $938,000
Q2 2023 Aug 02, 2023	BUY	$94.41 - $105.64 $943,816 - $1.06 Million	9,997 New	9,997 $1.05 Million

Others Institutions Holding GRID

# of Institutions

291

Shares Held

9.28M

Call Options Held

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

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.

Account

Mc Kinley Carter Wealth Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History