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Flexshares Tr mornstar upstr shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Flexshares Tr mornstar upstr

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All positions including Flexshares Tr mornstar upstr held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $351k 8.5k 41.25
2024-06-30 $351k 8.7k 40.14
2024-03-31 $359k 8.7k 41.07
2023-12-31 $418k 10k 40.95
2023-09-30 $486k 12k 40.44
2023-06-30 $489k 12k 40.07
2023-03-31 $588k 14k 42.29
2022-12-31 $853k 20k 43.47
2022-09-30 $784k 21k 37.60
2022-06-30 $886k 22k 39.68
2022-03-31 $1.1M 24k 46.81
2021-12-31 $1.3M 33k 39.49
2021-09-30 $1.5M 41k 36.60
2021-06-30 $1.8M 46k 38.28
2021-03-31 $2.3M 63k 36.19
2020-12-31 $2.2M 69k 32.54