Edge Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-8,255
| Closed | -$164K | – | 587 |
|
2018
Q3 | $164K | Hold |
8,255
| – | – | 0.04% | 158 |
|
2018
Q2 | $161K | Buy |
+8,255
| New | +$161K | 0.04% | 158 |
|
2014
Q4 | – | Sell |
-3,861
| Closed | -$52K | – | 422 |
|
2014
Q3 | $52K | Hold |
3,861
| – | – | 0.02% | 185 |
|
2014
Q2 | $55K | Buy |
3,861
+361
| +10% | +$5.14K | 0.02% | 175 |
|
2014
Q1 | $50K | Buy |
+3,500
| New | +$50K | 0.02% | 175 |
|