Mc Kinley Carter Wealth Services, Inc. Jp Morgan Diversified Return I Transaction History

Mc Kinley Carter Wealth Services, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$48.25 - $57.14 $281,394 - $333,240	-5,832 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$58.11 - $61.62 $139,057 - $147,456	-2,393 Reduced 29.09%	5,832 $345,000
Q3 2021 Nov 03, 2021	SELL	$60.31 - $64.02 $41,252 - $43,789	-684 Reduced 7.68%	8,225 $496,000
Q2 2021 Aug 12, 2021	SELL	$61.55 - $64.56 $88,570 - $92,901	-1,439 Reduced 13.91%	8,909 $556,000
Q1 2021 Apr 30, 2021	BUY	$58.26 - $61.7 $92,633 - $98,103	1,590 Added 18.15%	10,348 $631,000
Q4 2020 Feb 16, 2021	BUY	$49.86 - $58.47 $436,673 - $512,080	8,758 New	8,758 $510,000

106

4.16M

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.