Belpointe Asset Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,823
| Closed | -$136K | – | 2049 |
|
2023
Q1 | $136K | Sell |
10,823
-3,364
| -24% | -$42.1K | 0.01% | 1139 |
|
2022
Q4 | $247K | Buy |
14,187
+1,941
| +16% | +$33.8K | 0.01% | 797 |
|
2022
Q3 | $196K | Buy |
12,246
+7
| +0.1% | +$112 | 0.01% | 847 |
|
2022
Q2 | $211K | Buy |
12,239
+1,364
| +13% | +$23.5K | 0.01% | 806 |
|
2022
Q1 | $243K | Buy |
10,875
+276
| +3% | +$6.17K | 0.01% | 826 |
|
2021
Q4 | $245K | Sell |
10,599
-354
| -3% | -$8.18K | 0.02% | 813 |
|
2021
Q3 | $236K | Sell |
10,953
-899
| -8% | -$19.4K | 0.02% | 791 |
|
2021
Q2 | $245K | Buy |
11,852
+958
| +9% | +$19.8K | 0.02% | 750 |
|
2021
Q1 | $218K | Buy |
+10,894
| New | +$218K | 0.02% | 714 |
|
2020
Q1 | – | Sell |
-5,227
| Closed | -$106K | – | 713 |
|
2019
Q4 | $106K | Buy |
+5,227
| New | +$106K | 0.01% | 765 |
|
2019
Q3 | – | Sell |
-6,283
| Closed | -$112K | – | 693 |
|
2019
Q2 | $112K | Buy |
+6,283
| New | +$112K | 0.02% | 566 |
|