Diversified Trust’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,922
| Closed | -$172K | – | 885 |
|
|
2023
Q4 | $172K | Buy |
+11,922
| New | +$172K | 0.01% | 798 |
|
|
2014
Q2 | $933K | Buy |
+65,120
| New | +$933K | 0.08% | 267 |
|
|
2013
Q4 | $1.15M | Sell |
85,480
-24,610
| -22% | -$330K | 0.12% | 175 |
|
|
2013
Q3 | $1.26M | Sell |
110,090
-3,770
| -3% | -$43K | 0.13% | 160 |
|
|
2013
Q2 | $1.26M | Buy |
+113,860
| New | +$1.26M | 0.15% | 135 |
|