CWM
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Castle Wealth Management’s KeyCorp KEY Stock Holding History

Castle Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-988
Closed -$16K – 375
2022
Q3 		$16K Hold
988
– – 0.01% 358
2022
Q2 		$17K Buy
+988
New +$17K 0.01% 337