BWA
Beam Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
20,901
-350
| -2% | -$6.1K | 0.11% | 98 |
|
|
2025
Q1 | $340K | Sell |
21,251
-345
| -2% | -$5.52K | 0.11% | 96 |
|
|
2024
Q4 | $370K | Sell |
21,596
-2,274
| -10% | -$39K | 0.12% | 96 |
|
|
2024
Q3 | $400K | Sell |
23,870
-1,060
| -4% | -$17.8K | 0.12% | 95 |
|
|
2024
Q2 | $354K | Buy |
+24,930
| New | +$354K | 0.12% | 96 |
|