Beacon Financial Advisory’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,732
| Closed | -$210K | – | 249 |
|
|
2021
Q3 | $210K | Buy |
9,732
+4
| +0% | +$86 | 0.11% | 218 |
|
|
2021
Q2 | $201K | Buy |
+9,728
| New | +$201K | 0.11% | 215 |
|
|
2021
Q1 | – | Sell |
-15,319
| Closed | -$251K | – | 230 |
|
|
2020
Q4 | $251K | Buy |
15,319
+2,140
| +16% | +$35.1K | 0.16% | 162 |
|
|
2020
Q3 | $157K | Buy |
13,179
+5
| +0% | +$60 | 0.14% | 167 |
|
|
2020
Q2 | $160K | Buy |
13,174
+5
| +0% | +$61 | 0.17% | 139 |
|
|
2020
Q1 | $136K | Buy |
13,169
+63
| +0.5% | +$651 | 0.17% | 129 |
|
|
2019
Q4 | $265K | Buy |
+13,106
| New | +$265K | 0.23% | 127 |
|