Concert Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-30,222
| Closed | -$552K | – | 301 |
|
|
2017
Q1 | $552K | Hold |
30,222
| – | – | 0.12% | 224 |
|
|
2016
Q4 | $552K | Sell |
30,222
-45,469
| -60% | -$830K | 0.12% | 234 |
|
|
2016
Q3 | $922K | Buy |
75,691
+3,332
| +5% | +$40.6K | 0.11% | 235 |
|
|
2016
Q2 | $799K | Buy |
72,359
+2,351
| +3% | +$26K | 0.11% | 244 |
|
|
2016
Q1 | $773K | Sell |
70,008
-136
| -0.2% | -$1.5K | 0.1% | 251 |
|
|
2015
Q4 | $924K | Sell |
70,144
-2,507
| -3% | -$33K | 0.12% | 214 |
|
|
2015
Q3 | $942K | Buy |
72,651
+286
| +0.4% | +$3.71K | 0.13% | 207 |
|
|
2015
Q2 | $1.1M | Sell |
72,365
-2,852
| -4% | -$43.4K | 0.14% | 183 |
|
|
2015
Q1 | $921K | Buy |
75,217
+1,332
| +2% | +$16.3K | 0.26% | 96 |
|
|
2014
Q4 | $1.03M | Buy |
73,885
+45,448
| +160% | +$631K | 0.16% | 171 |
|
|
2014
Q3 | $375K | Sell |
28,437
-2,148
| -7% | -$28.3K | 0.05% | 336 |
|
|
2014
Q2 | $417K | Sell |
30,585
-595
| -2% | -$8.11K | 0.05% | 329 |
|
|
2014
Q1 | $440K | Sell |
31,180
-1,445
| -4% | -$20.4K | 0.05% | 310 |
|
|
2013
Q4 | $436K | Sell |
32,625
-1,949
| -6% | -$26K | 0.06% | 294 |
|
|
2013
Q3 | $395K | Sell |
34,574
-37,164
| -52% | -$425K | 0.06% | 304 |
|
|
2013
Q2 | $792K | Buy |
+71,738
| New | +$792K | 0.12% | 141 |
|