EWM
Evermay Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$35 | – | 569 |
|
|
2022
Q4 | $35 | Buy |
+2
| New | +$35 | ﹤0.01% | 563 |
|
|
2022
Q2 | – | Sell |
-108
| Closed | -$2K | – | 542 |
|
|
2022
Q1 | $2K | Sell |
108
-1,620
| -94% | -$30K | ﹤0.01% | 486 |
|
|
2021
Q4 | $40K | Sell |
1,728
-72
| -4% | -$1.67K | 0.01% | 301 |
|
|
2021
Q3 | $39K | Hold |
1,800
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $37K | Buy |
+1,800
| New | +$37K | 0.01% | 317 |
|