EWS
Evergreen Wealth Solutions’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,101
| Closed | -$444K | – | 127 |
|
|
2024
Q1 | $444K | Sell |
28,101
-7,508
| -21% | -$119K | 0.33% | 69 |
|
|
2023
Q4 | $513K | Sell |
35,609
-5,530
| -13% | -$79.6K | 0.44% | 57 |
|
|
2023
Q3 | $443K | Buy |
41,139
+5,511
| +15% | +$59.3K | 0.45% | 64 |
|
|
2023
Q2 | $329K | Buy |
35,628
+7,014
| +25% | +$64.8K | 0.33% | 74 |
|
|
2023
Q1 | $358K | Sell |
28,614
-2,075
| -7% | -$26K | 0.41% | 72 |
|
|
2022
Q4 | $535K | Buy |
30,689
+3,488
| +13% | +$60.8K | 0.71% | 43 |
|
|
2022
Q3 | $436K | Buy |
27,201
+4,537
| +20% | +$72.7K | 0.62% | 53 |
|
|
2022
Q2 | $391K | Buy |
+22,664
| New | +$391K | 0.48% | 67 |
|