Beverly Hills Private Wealth’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,949
| Closed | -$334K | – | 348 |
|
|
2024
Q3 | $334K | Sell |
19,949
-2,392
| -11% | -$40.1K | 0.07% | 252 |
|
|
2024
Q2 | $317K | Buy |
22,341
+2,687
| +14% | +$38.2K | 0.07% | 261 |
|
|
2024
Q1 | $311K | Buy |
19,654
+2,197
| +13% | +$34.7K | 0.07% | 268 |
|
|
2023
Q4 | $251K | Sell |
17,457
-6,618
| -27% | -$95.3K | 0.07% | 285 |
|
|
2023
Q3 | $259K | Sell |
24,075
-23,907
| -50% | -$257K | 0.08% | 245 |
|
|
2023
Q2 | $572K | Sell |
47,982
-4,253
| -8% | -$50.7K | 0.09% | 215 |
|
|
2023
Q1 | $654K | Buy |
52,235
+2,279
| +5% | +$28.5K | 0.2% | 114 |
|
|
2022
Q4 | $870K | Buy |
+49,956
| New | +$870K | 0.38% | 74 |
|