Axxcess Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,838
| Closed | -$488K | – | 907 |
|
|
2024
Q1 | $488K | Buy |
+30,838
| New | +$488K | 0.01% | 541 |
|
|
2023
Q4 | – | Sell |
-18,538
| Closed | -$199K | – | 896 |
|
|
2023
Q3 | $199K | Buy |
+18,538
| New | +$199K | 0.01% | 741 |
|
|
2022
Q4 | – | Sell |
-11,155
| Closed | -$179K | – | 640 |
|
|
2022
Q3 | $179K | Sell |
11,155
-13
| -0.1% | -$209 | 0.02% | 506 |
|
|
2022
Q2 | $192K | Sell |
11,168
-93
| -0.8% | -$1.6K | 0.02% | 496 |
|
|
2022
Q1 | $252K | Buy |
11,261
+538
| +5% | +$12K | 0.02% | 516 |
|
|
2021
Q4 | $248K | Buy |
+10,723
| New | +$248K | 0.02% | 531 |
|