McKinley Carter Wealth Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $85K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $383K | Sell |
|
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|
2015
Q4 | $467K | Sell |
|
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|
2015
Q3 | $1.95M | Buy |
|
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|
2015
Q2 | $1.98M | Sell |
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|
2015
Q1 | $1.96M | Buy |
|
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|
2014
Q4 | $1.71M | Buy |
|
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|
2014
Q3 | $1.4M | Buy |
|
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|
2014
Q2 | $1.36M | Sell |
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|
2014
Q1 | $1.23M | Buy |
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|
2013
Q4 | $588K | Buy |
|