CWA
CM Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
14,492
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $232K | Hold |
14,492
| – | – | 0.07% | 78 |
|
|
2024
Q4 | $248K | Sell |
14,492
-800
| -5% | -$13.7K | 0.08% | 77 |
|
|
2024
Q3 | $256K | Sell |
15,292
-250
| -2% | -$4.19K | 0.08% | 76 |
|
|
2024
Q2 | $221K | Sell |
15,542
-34,299
| -69% | -$487K | 0.11% | 69 |
|
|
2024
Q1 | $744K | Buy |
49,841
+33,499
| +205% | +$500K | 0.21% | 50 |
|
|
2023
Q4 | $235K | Buy |
+16,342
| New | +$235K | 0.1% | 69 |
|
|
2023
Q3 | – | Sell |
-36,827
| Closed | -$463K | – | 126 |
|
|
2023
Q2 | $463K | Buy |
+36,827
| New | +$463K | 0.15% | 71 |
|