AEPWM
Atlantic Edge Private Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593 | Sell |
34
-1,072
| -97% | -$18.7K | ﹤0.01% | 494 |
|
|
2025
Q1 | $17.7K | Buy |
1,106
+48
| +5% | +$767 | 0.01% | 293 |
|
|
2024
Q4 | $18.1K | Sell |
1,058
-288
| -21% | -$4.93K | 0.01% | 283 |
|
|
2024
Q3 | $22.5K | Buy |
1,346
+13
| +1% | +$218 | 0.01% | 255 |
|
|
2024
Q2 | $18.9K | Buy |
1,333
+16
| +1% | +$227 | 0.01% | 257 |
|
|
2024
Q1 | $20.8K | Hold |
1,317
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $19K | Buy |
+1,317
| New | +$19K | 0.01% | 246 |
|