BWM
BerganKDV Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-124
| Closed | -$1K | – | 1024 |
|
|
2020
Q1 | $1K | Hold |
124
| – | – | ﹤0.01% | 838 |
|
|
2019
Q4 | $3K | Buy |
124
+54
| +77% | +$1.31K | ﹤0.01% | 708 |
|
|
2019
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 666 |
|
|
2019
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 705 |
|
|
2019
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 701 |
|
|
2018
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 662 |
|