Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Mc Kinley Carter Wealth Services, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$39.63 - $46.73 $184,358 - $217,387	4,652 New	4,652 $216,000
Q3 2021 Nov 03, 2021	SELL	$38.51 - $40.73 $216,272 - $228,739	-5,616 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$38.15 - $40.6 $7,134 - $7,592	-187 Reduced 3.22%	5,616 $222,000
Q1 2021 Apr 30, 2021	SELL	$33.86 - $38.29 $20,688 - $23,395	-611 Reduced 9.53%	5,803 $220,000
Q4 2020 Feb 16, 2021	BUY	$29.5 - $34.42 $189,213 - $220,769	6,414 New	6,414 $220,000
Q1 2020 May 01, 2020	SELL	$22.11 - $35.37 $60,382 - $96,595	-2,731 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$30.96 - $35.07 $84,551 - $95,776	2,731 New	2,731 $95,000
Q3 2019 Nov 14, 2019	SELL	$31.79 - $32.44 $692,672 - $706,835	-21,789 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	N/A	-242 Reduced 1.1%	21,789 $682,000
Q1 2019 May 08, 2019	BUY	N/A	1,669 Added 8.2%	22,031 $667,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,062 Added 5.5%	20,362 $553,000
Q3 2018 Nov 06, 2018	BUY	N/A	5,049 Added 35.43%	19,300 $601,000
Q2 2018 Dec 07, 2018	BUY	N/A	1,186 Added 9.08%	14,251 $422,000
Q1 2018 May 17, 2018	BUY	N/A	3,669 Added 39.05%	13,065 $384,000
Q4 2017 Jan 31, 2018	BUY	N/A	9,396	9,396 $288,000

1,012

407M

356K

41.6K

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