Executive Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,778
| Closed | -$213K | – | 197 |
|
|
2024
Q1 | $213K | Sell |
13,778
-1,231
| -8% | -$19.1K | 0.02% | 234 |
|
|
2023
Q4 | $216K | Buy |
+15,009
| New | +$216K | 0.02% | 205 |
|
|
2019
Q3 | – | Sell |
-2,371
| Closed | -$42K | – | 486 |
|
|
2019
Q2 | $42K | Buy |
2,371
+23
| +1% | +$407 | 0.01% | 327 |
|
|
2019
Q1 | $37K | Sell |
2,348
-120
| -5% | -$1.89K | 0.01% | 319 |
|
|
2018
Q4 | $36K | Buy |
+2,468
| New | +$36K | 0.01% | 331 |
|