CWC
Carolinas Wealth Consulting’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-691
| Closed | -$11K | – | 512 |
|
|
2025
Q1 | $11K | Sell |
691
-52
| -7% | -$831 | ﹤0.01% | 523 |
|
|
2024
Q4 | $12.7K | Hold |
743
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $12.4K | Buy |
743
+90
| +14% | +$1.51K | ﹤0.01% | 533 |
|
|
2024
Q2 | $9.28K | Buy |
653
+41
| +7% | +$583 | ﹤0.01% | 567 |
|
|
2024
Q1 | $9.68K | Buy |
+612
| New | +$9.68K | ﹤0.01% | 561 |
|
|
2023
Q3 | – | Sell |
-42
| Closed | -$388 | – | 1076 |
|
|
2023
Q2 | $388 | Sell |
42
-49
| -54% | -$453 | ﹤0.01% | 1030 |
|
|
2023
Q1 | $1.14K | Sell |
91
-88
| -49% | -$1.1K | ﹤0.01% | 873 |
|
|
2022
Q4 | $3.12K | Buy |
179
+19
| +12% | +$331 | ﹤0.01% | 761 |
|
|
2022
Q3 | $3K | Buy |
160
+107
| +202% | +$2.01K | ﹤0.01% | 725 |
|
|
2022
Q2 | $1K | Buy |
53
+14
| +36% | +$264 | ﹤0.01% | 834 |
|
|
2022
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 860 |
|
|
2021
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 901 |
|
|
2021
Q2 | – | Sell |
-1,700
| Closed | -$34K | – | 972 |
|
|
2021
Q1 | $34K | Hold |
1,700
| – | – | 0.01% | 424 |
|
|
2020
Q4 | $28K | Buy |
1,700
+1,628
| +2,261% | +$26.8K | 0.01% | 423 |
|
|
2020
Q3 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 839 |
|