EWM
Evercore Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,968
| Closed | -$241K | – | 386 |
|
|
2022
Q2 | $241K | Buy |
13,968
+688
| +5% | +$11.9K | 0.01% | 350 |
|
|
2022
Q1 | $297K | Buy |
+13,280
| New | +$297K | 0.01% | 354 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$24K | – | 586 |
|
|
2017
Q4 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 700 |
|
|
2017
Q3 | $23K | Hold |
1,200
| – | – | ﹤0.01% | 685 |
|
|
2017
Q2 | $22K | Buy |
+1,200
| New | +$22K | ﹤0.01% | 699 |
|
|
2017
Q1 | – | Sell |
-96
| Closed | -$2K | – | 1012 |
|
|
2016
Q4 | $2K | Sell |
96
-1,479
| -94% | -$30.8K | ﹤0.01% | 946 |
|
|
2016
Q3 | $19K | Sell |
1,575
-3,321
| -68% | -$40.1K | ﹤0.01% | 780 |
|
|
2016
Q2 | $54K | Buy |
4,896
+321
| +7% | +$3.54K | ﹤0.01% | 568 |
|
|
2016
Q1 | $51K | Hold |
4,575
| – | – | ﹤0.01% | 561 |
|
|
2015
Q4 | $60K | Sell |
4,575
-2,013
| -31% | -$26.4K | ﹤0.01% | 561 |
|
|
2015
Q3 | $85K | Buy |
6,588
+2,013
| +44% | +$26K | ﹤0.01% | 507 |
|
|
2015
Q2 | $69K | Hold |
4,575
| – | – | ﹤0.01% | 581 |
|
|
2015
Q1 | $64K | Sell |
4,575
-1,000
| -18% | -$14K | ﹤0.01% | 595 |
|
|
2014
Q4 | $78K | Hold |
5,575
| – | – | ﹤0.01% | 489 |
|
|
2014
Q3 | $74K | Hold |
5,575
| – | – | ﹤0.01% | 557 |
|
|
2014
Q2 | $80K | Buy |
5,575
+1,075
| +24% | +$15.4K | ﹤0.01% | 541 |
|
|
2014
Q1 | $64K | Buy |
+4,500
| New | +$64K | ﹤0.01% | 559 |
|
|
2013
Q4 | – | Sell |
-88
| Closed | -$1K | – | 927 |
|
|
2013
Q3 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 981 |
|