CCWM
Cassaday & Co Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
11,071
+445
| +4% | +$7.75K | ﹤0.01% | 324 |
|
|
2025
Q1 | $170K | Hold |
10,626
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $182K | Hold |
10,626
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $178K | Sell |
10,626
-43
| -0.4% | -$720 | 0.01% | 306 |
|
|
2024
Q2 | $152K | Buy |
10,669
+43
| +0.4% | +$611 | ﹤0.01% | 282 |
|
|
2024
Q1 | $168K | Hold |
10,626
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $153K | Sell |
10,626
-26
| -0.2% | -$374 | 0.01% | 262 |
|
|
2023
Q3 | $115K | Buy |
10,652
+152
| +1% | +$1.64K | ﹤0.01% | 255 |
|
|
2023
Q2 | $97K | Buy |
+10,500
| New | +$97K | ﹤0.01% | 252 |
|
|
2023
Q1 | – | Sell |
-10,613
| Closed | -$185K | – | 256 |
|
|
2022
Q4 | $185K | Buy |
+10,613
| New | +$185K | 0.01% | 244 |
|