CWA
Carolina Wealth Advisors’s KeyCorp KEY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-183
| Closed | -$2.29K | – | 274 |
|
2023
Q1 | $2.29K | Sell |
183
-16,344
| -99% | -$205K | ﹤0.01% | 214 |
|
2022
Q4 | $288K | Buy |
16,527
+1,875
| +13% | +$32.7K | 0.18% | 65 |
|
2022
Q3 | $235K | Buy |
14,652
+1,452
| +11% | +$23.3K | 0.18% | 62 |
|
2022
Q2 | $227K | Buy |
13,200
+2,196
| +20% | +$37.8K | 0.15% | 76 |
|
2022
Q1 | $246K | Buy |
11,004
+918
| +9% | +$20.5K | 0.16% | 70 |
|
2021
Q4 | $233K | Buy |
10,086
+2,290
| +29% | +$52.9K | 0.13% | 71 |
|
2021
Q3 | $169K | Buy |
7,796
+1,351
| +21% | +$29.3K | 0.11% | 78 |
|
2021
Q2 | $133K | Buy |
6,445
+1,424
| +28% | +$29.4K | 0.09% | 85 |
|
2021
Q1 | $100K | Buy |
+5,021
| New | +$100K | 0.07% | 93 |
|