Accel Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,265
| Closed | -$65.9K | – | 542 |
|
|
2023
Q1 | $65.9K | Buy |
5,265
+78
| +2% | +$977 | 0.03% | 418 |
|
|
2022
Q4 | $90.4K | Sell |
5,187
-681
| -12% | -$11.9K | 0.04% | 254 |
|
|
2022
Q3 | $100K | Buy |
5,868
+54
| +0.9% | +$920 | 0.05% | 248 |
|
|
2022
Q2 | $102K | Sell |
5,814
-151
| -3% | -$2.65K | 0.06% | 235 |
|
|
2022
Q1 | $129K | Buy |
5,965
+42
| +0.7% | +$908 | 0.07% | 219 |
|
|
2021
Q4 | $137K | Buy |
5,923
+39
| +0.7% | +$902 | 0.07% | 215 |
|
|
2021
Q3 | $127K | Sell |
5,884
-2,745
| -32% | -$59.2K | 0.08% | 193 |
|
|
2021
Q2 | $178K | Buy |
8,629
+51
| +0.6% | +$1.05K | 0.12% | 170 |
|
|
2021
Q1 | $171K | Sell |
8,578
-160
| -2% | -$3.19K | 0.14% | 153 |
|
|
2020
Q4 | $143K | Buy |
+8,738
| New | +$143K | 0.13% | 160 |
|