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Confluence Wealth Services’s KeyCorp KEY Stock Holding History

Confluence Wealth Services’s Portfolio KEY Stock Details KEY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,736
Closed -$206K – 248
2022
Q2 		$206K Buy
10,736
+25
+0.2% +$480 0.09% 255
2022
Q1 		$239K Sell
10,711
-1,000
-9% -$22.3K 0.09% 218
2021
Q4 		$270K Buy
+11,711
New +$270K 0.09% 195