CW
Connectus Wealth’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.02M | Sell |
191,078
-21,635
| -10% | -$342K | 0.08% | 152 |
|
|
2023
Q4 | $3.06M | Sell |
212,713
-16,609
| -7% | -$239K | 0.06% | 208 |
|
|
2023
Q3 | $2.47M | Buy |
+229,322
| New | +$2.47M | 0.05% | 227 |
|
|
2023
Q1 | – | Sell |
-545,542
| Closed | -$9.5M | – | 454 |
|
|
2022
Q4 | $9.5M | Sell |
545,542
-2,821
| -0.5% | -$49.1K | 0.22% | 106 |
|
|
2022
Q3 | $8.79M | Buy |
548,363
+19,931
| +4% | +$319K | 0.18% | 129 |
|
|
2022
Q2 | $9.11M | Buy |
+528,432
| New | +$9.11M | 0.21% | 112 |
|