DWM
Doyle Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,025
| Closed | -$179K | – | 214 |
|
|
2019
Q3 | $179K | Buy |
10,025
+15
| +0.1% | +$268 | 0.02% | 194 |
|
|
2019
Q2 | $178K | Buy |
+10,010
| New | +$178K | 0.02% | 202 |
|
|
2019
Q1 | – | Sell |
-2,811
| Closed | -$42K | – | 477 |
|
|
2018
Q4 | $42K | Buy |
+2,811
| New | +$42K | 0.01% | 388 |
|