CWM
Compass Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$32K | – | 286 |
|
|
2025
Q1 | $32K | Sell |
2,000
-300
| -13% | -$4.8K | 0.01% | 286 |
|
|
2024
Q4 | $39.4K | Hold |
2,300
| – | – | 0.01% | 265 |
|
|
2024
Q3 | $38.5K | Sell |
2,300
-200
| -8% | -$3.35K | 0.01% | 278 |
|
|
2024
Q2 | $35.5K | Hold |
2,500
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $39.5K | Hold |
2,500
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $36K | Sell |
2,500
-102
| -4% | -$1.47K | 0.01% | 275 |
|
|
2023
Q3 | $28K | Buy |
2,602
+300
| +13% | +$3.23K | 0.01% | 288 |
|
|
2023
Q2 | $21.3K | Sell |
2,302
-1,123
| -33% | -$10.4K | 0.01% | 325 |
|
|
2023
Q1 | $42.9K | Hold |
3,425
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $59.7K | Buy |
+3,425
| New | +$59.7K | 0.02% | 215 |
|