AWM
Accurate Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
11,512
-4,010
| -26% | -$74.1K | 0.03% | 421 |
|
|
2025
Q1 | $213K | Buy |
15,522
+29
| +0.2% | +$398 | 0.04% | 355 |
|
|
2024
Q4 | $259K | Sell |
15,493
-504
| -3% | -$8.43K | 0.05% | 319 |
|
|
2024
Q3 | $280K | Sell |
15,997
-1,369
| -8% | -$23.9K | 0.06% | 292 |
|
|
2024
Q2 | $269K | Sell |
17,366
-232
| -1% | -$3.6K | 0.06% | 251 |
|
|
2024
Q1 | $257K | Buy |
17,598
+4,007
| +29% | +$58.6K | 0.08% | 241 |
|
|
2023
Q4 | $196K | Sell |
13,591
-4,197
| -24% | -$60.4K | 0.06% | 264 |
|
|
2023
Q3 | $197K | Buy |
17,788
+1,721
| +11% | +$19.1K | 0.06% | 260 |
|
|
2023
Q2 | $163K | Buy |
+16,067
| New | +$163K | 0.05% | 263 |
|
|
2023
Q1 | – | Sell |
-14,124
| Closed | -$257K | – | 867 |
|
|
2022
Q4 | $257K | Sell |
14,124
-1,659
| -11% | -$30.2K | 0.09% | 187 |
|
|
2022
Q3 | $267K | Buy |
+15,783
| New | +$267K | 0.11% | 147 |
|