BWL
Bogart Wealth LLC’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
12,274
+271
| +2% | +$4.72K | 0.01% | 230 |
|
|
2025
Q1 | $192K | Buy |
12,003
+72
| +0.6% | +$1.15K | 0.01% | 228 |
|
|
2024
Q4 | $204K | Sell |
11,931
-239
| -2% | -$4.1K | 0.01% | 217 |
|
|
2024
Q3 | $204K | Sell |
12,170
-2,934
| -19% | -$49.1K | 0.01% | 210 |
|
|
2024
Q2 | $215K | Buy |
15,104
+2,940
| +24% | +$41.8K | 0.01% | 203 |
|
|
2024
Q1 | $192K | Buy |
12,164
+72
| +0.6% | +$1.14K | 0.01% | 205 |
|
|
2023
Q4 | $174K | Sell |
12,092
-127
| -1% | -$1.83K | 0.01% | 205 |
|
|
2023
Q3 | $131K | Sell |
12,219
-2,407
| -16% | -$25.9K | 0.01% | 218 |
|
|
2023
Q2 | $135K | Sell |
14,626
-494,458
| -97% | -$4.57M | 0.01% | 216 |
|
|
2023
Q1 | $6.37M | Buy |
509,084
+41,681
| +9% | +$522K | 0.43% | 58 |
|
|
2022
Q4 | $8.14M | Buy |
467,403
+28,570
| +7% | +$498K | 0.57% | 35 |
|
|
2022
Q3 | $7.03M | Buy |
438,833
+29,543
| +7% | +$473K | 0.59% | 37 |
|
|
2022
Q2 | $7.05M | Buy |
409,290
+81,727
| +25% | +$1.41M | 0.62% | 39 |
|
|
2022
Q1 | $7.33M | Buy |
327,563
+29,244
| +10% | +$654K | 0.63% | 31 |
|
|
2021
Q4 | $6.9M | Buy |
298,319
+13,307
| +5% | +$308K | 0.62% | 26 |
|
|
2021
Q3 | $6.16M | Buy |
285,012
+18,834
| +7% | +$407K | 0.63% | 20 |
|
|
2021
Q2 | $5.5M | Buy |
266,178
+29,511
| +12% | +$609K | 0.6% | 26 |
|
|
2021
Q1 | $4.73M | Buy |
236,667
+58,061
| +33% | +$1.16M | 0.66% | 24 |
|
|
2020
Q4 | $2.93M | Buy |
178,606
+15,385
| +9% | +$252K | 0.54% | 32 |
|
|
2020
Q3 | $1.95M | Buy |
163,221
+195
| +0.1% | +$2.33K | 0.43% | 39 |
|
|
2020
Q2 | $1.99M | Buy |
163,026
+13,077
| +9% | +$159K | 0.47% | 39 |
|
|
2020
Q1 | $1.56M | Buy |
149,949
+111
| +0.1% | +$1.15K | 0.42% | 40 |
|
|
2019
Q4 | $3.03M | Buy |
149,838
+3,098
| +2% | +$62.7K | 0.97% | 19 |
|
|
2019
Q3 | $2.62M | Buy |
+146,740
| New | +$2.62M | 1.29% | 21 |
|