FWM
Focused Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,432
| Closed | -$24.5K | – | 185 |
|
|
2024
Q4 | $24.5K | Buy |
+1,432
| New | +$24.5K | ﹤0.01% | 170 |
|
|
2024
Q3 | – | Sell |
-1,404
| Closed | -$20K | – | 220 |
|
|
2024
Q2 | $20K | Buy |
1,404
+17
| +1% | +$242 | ﹤0.01% | 175 |
|
|
2024
Q1 | $21.9K | Sell |
1,387
-340
| -20% | -$5.37K | ﹤0.01% | 173 |
|
|
2023
Q4 | $24.9K | Buy |
1,727
+8
| +0.5% | +$115 | ﹤0.01% | 411 |
|
|
2023
Q3 | $18.5K | Buy |
1,719
+9
| +0.5% | +$97 | ﹤0.01% | 432 |
|
|
2023
Q2 | $15.8K | Buy |
1,710
+504
| +42% | +$4.66K | ﹤0.01% | 459 |
|
|
2023
Q1 | $15.1K | Sell |
1,206
-340
| -22% | -$4.26K | ﹤0.01% | 476 |
|
|
2022
Q4 | $26.9K | Buy |
1,546
+340
| +28% | +$5.92K | 0.01% | 379 |
|
|
2022
Q3 | $19K | Hold |
1,206
| – | – | ﹤0.01% | 400 |
|
|
2022
Q2 | $21K | Hold |
1,206
| – | – | ﹤0.01% | 395 |
|
|
2022
Q1 | $27K | Sell |
1,206
-6,500
| -84% | -$146K | ﹤0.01% | 385 |
|
|
2021
Q4 | $178K | Hold |
7,706
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $167K | Hold |
7,706
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $159K | Buy |
7,706
+100
| +1% | +$2.06K | 0.03% | 203 |
|
|
2021
Q1 | $152K | Sell |
7,606
-800
| -10% | -$16K | 0.03% | 207 |
|
|
2020
Q4 | $138K | Sell |
8,406
-1,100
| -12% | -$18.1K | 0.03% | 204 |
|
|
2020
Q3 | $113K | Sell |
9,506
-1,766
| -16% | -$21K | 0.02% | 228 |
|
|
2020
Q2 | $137K | Sell |
11,272
-179
| -2% | -$2.18K | 0.03% | 175 |
|
|
2020
Q1 | $119K | Buy |
11,451
+26
| +0.2% | +$270 | 0.03% | 172 |
|
|
2019
Q4 | $231K | Buy |
11,425
+7,514
| +192% | +$152K | 0.05% | 131 |
|
|
2019
Q3 | $70K | Buy |
3,911
+15
| +0.4% | +$268 | 0.02% | 268 |
|
|
2019
Q2 | $69K | Buy |
3,896
+14
| +0.4% | +$248 | 0.02% | 283 |
|
|
2019
Q1 | $61K | Buy |
3,882
+15
| +0.4% | +$236 | 0.02% | 275 |
|
|
2018
Q4 | $57K | Buy |
3,867
+16
| +0.4% | +$236 | 0.02% | 287 |
|
|
2018
Q3 | $77K | Buy |
3,851
+12
| +0.3% | +$240 | 0.03% | 257 |
|
|
2018
Q2 | $75K | Sell |
3,839
-9
| -0.2% | -$176 | 0.03% | 245 |
|
|
2018
Q1 | $75K | Sell |
3,848
-1,666
| -30% | -$32.5K | 0.02% | 261 |
|
|
2017
Q4 | $111K | Sell |
5,514
-300
| -5% | -$6.04K | 0.04% | 222 |
|
|
2017
Q3 | $109K | Buy |
5,814
+500
| +9% | +$9.37K | 0.04% | 154 |
|
|
2017
Q2 | $100K | Sell |
5,314
-647
| -11% | -$12.2K | 0.04% | 221 |
|
|
2017
Q1 | $106K | Buy |
5,961
+5,450
| +1,067% | +$96.9K | 0.04% | 212 |
|
|
2016
Q4 | $9K | Sell |
511
-528
| -51% | -$9.3K | ﹤0.01% | 476 |
|
|
2016
Q3 | $13K | Buy |
1,039
+785
| +309% | +$9.82K | 0.01% | 413 |
|
|
2016
Q2 | $3K | Hold |
254
| – | – | ﹤0.01% | 565 |
|
|
2016
Q1 | $3K | Hold |
254
| – | – | ﹤0.01% | 525 |
|
|
2015
Q4 | $3K | Hold |
254
| – | – | ﹤0.01% | 549 |
|
|
2015
Q3 | $3K | Hold |
254
| – | – | ﹤0.01% | 542 |
|
|
2015
Q2 | $4K | Buy |
+254
| New | +$4K | ﹤0.01% | 527 |
|