Arete Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-22,071
| Closed | -$354K | – | 675 |
|
2022
Q3 | $354K | Buy |
22,071
+1,408
| +7% | +$22.6K | 0.03% | 364 |
|
2022
Q2 | $356K | Buy |
20,663
+4,357
| +27% | +$75.1K | 0.04% | 305 |
|
2022
Q1 | $365K | Buy |
16,306
+1,977
| +14% | +$44.3K | 0.03% | 349 |
|
2021
Q4 | $338K | Buy |
14,329
+2,558
| +22% | +$60.3K | 0.03% | 364 |
|
2021
Q3 | $254K | Buy |
+11,771
| New | +$254K | 0.03% | 356 |
|
2018
Q3 | – | Sell |
-30,529
| Closed | -$597K | – | 381 |
|
2018
Q2 | $597K | Buy |
30,529
+1,721
| +6% | +$33.7K | 0.14% | 167 |
|
2018
Q1 | $563K | Buy |
28,808
+1,028
| +4% | +$20.1K | 0.19% | 145 |
|
2017
Q4 | $560K | Buy |
27,780
+182
| +0.7% | +$3.67K | 0.18% | 153 |
|
2017
Q3 | $519K | Buy |
27,598
+5,443
| +25% | +$102K | 0.21% | 146 |
|
2017
Q2 | $415K | Buy |
+22,155
| New | +$415K | 0.19% | 149 |
|