BOSSRA
B.O.S.S. Retirement Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-117,013
| Closed | -$1.96M | – | 250 |
|
|
2024
Q3 | $1.96M | Buy |
117,013
+3,960
| +4% | +$66.3K | 0.39% | 65 |
|
|
2024
Q2 | $1.61M | Buy |
113,053
+3,146
| +3% | +$44.7K | 0.41% | 63 |
|
|
2024
Q1 | $1.58M | Sell |
109,907
-13,169
| -11% | -$190K | 0.61% | 62 |
|
|
2023
Q4 | $1.77M | Sell |
123,076
-20,004
| -14% | -$288K | 0.34% | 96 |
|
|
2023
Q3 | $1.54M | Sell |
143,080
-17,712
| -11% | -$191K | 0.33% | 111 |
|
|
2023
Q2 | $1.49M | Buy |
160,792
+57,813
| +56% | +$534K | 0.32% | 133 |
|
|
2023
Q1 | $1.29M | Buy |
102,979
+8,417
| +9% | +$105K | 0.3% | 129 |
|
|
2022
Q4 | $1.65M | Buy |
+94,562
| New | +$1.65M | 0.42% | 99 |
|