DWP
Daymark Wealth Partners’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
19,027
+325
| +2% | +$5.66K | 0.01% | 429 |
|
|
2025
Q1 | $299K | Sell |
18,702
-104
| -0.6% | -$1.66K | 0.01% | 419 |
|
|
2024
Q4 | $322K | Buy |
18,806
+1
| +0% | +$17 | 0.01% | 398 |
|
|
2024
Q3 | $315K | Sell |
18,805
-649
| -3% | -$10.9K | 0.01% | 414 |
|
|
2024
Q2 | $276K | Sell |
19,454
-3,173
| -14% | -$45.1K | 0.01% | 409 |
|
|
2024
Q1 | $358K | Hold |
22,627
| – | – | 0.02% | 313 |
|
|
2023
Q4 | $326K | Sell |
22,627
-5,034
| -18% | -$72.5K | 0.02% | 308 |
|
|
2023
Q3 | $298K | Buy |
27,661
+5,782
| +26% | +$62.2K | 0.02% | 306 |
|
|
2023
Q2 | $202K | Buy |
+21,879
| New | +$202K | 0.02% | 359 |
|