Dynamic Advisor Solutions’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51,145
| Closed | -$819K | – | 735 |
|
|
2022
Q3 | $819K | Buy |
51,145
+11,220
| +28% | +$180K | 0.06% | 285 |
|
|
2022
Q2 | $688K | Buy |
39,925
+6,297
| +19% | +$109K | 0.05% | 323 |
|
|
2022
Q1 | $753K | Buy |
+33,628
| New | +$753K | 0.05% | 334 |
|
|
2018
Q4 | – | Sell |
-25,692
| Closed | -$511K | – | 429 |
|
|
2018
Q3 | $511K | Sell |
25,692
-389
| -1% | -$7.74K | 0.11% | 217 |
|
|
2018
Q2 | $510K | Buy |
+26,081
| New | +$510K | 0.12% | 208 |
|