Forvis Mazars Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-21,233
| Closed | -$422K | – | 238 |
|
|
2018
Q3 | $422K | Sell |
21,233
-790
| -4% | -$15.7K | 0.04% | 165 |
|
|
2018
Q2 | $430K | Buy |
+22,023
| New | +$430K | 0.04% | 158 |
|
|
2016
Q3 | – | Sell |
-10,199
| Closed | -$113K | – | 195 |
|
|
2016
Q2 | $113K | Sell |
10,199
-531
| -5% | -$5.88K | 0.02% | 184 |
|
|
2016
Q1 | $118K | Buy |
10,730
+639
| +6% | +$7.03K | 0.02% | 188 |
|
|
2015
Q4 | $133K | Sell |
10,091
-60
| -0.6% | -$791 | 0.02% | 187 |
|
|
2015
Q3 | $132K | Sell |
10,151
-22
| -0.2% | -$286 | 0.02% | 179 |
|
|
2015
Q2 | $153K | Buy |
10,173
+36
| +0.4% | +$541 | 0.02% | 178 |
|
|
2015
Q1 | $144K | Buy |
10,137
+72
| +0.7% | +$1.02K | 0.02% | 185 |
|
|
2014
Q4 | $140K | Buy |
10,065
+41
| +0.4% | +$570 | 0.02% | 151 |
|
|
2014
Q3 | $134K | Hold |
10,024
| – | – | 0.02% | 137 |
|
|
2014
Q2 | $144K | Hold |
10,024
| – | – | 0.02% | 142 |
|
|
2014
Q1 | $142K | Hold |
10,024
| – | – | 0.03% | 153 |
|
|
2013
Q4 | $135K | Buy |
10,024
+17
| +0.2% | +$229 | 0.03% | 153 |
|
|
2013
Q3 | $114K | Sell |
10,007
-7
| -0.1% | -$80 | 0.02% | 147 |
|
|
2013
Q2 | $111K | Buy |
+10,014
| New | +$111K | 0.09% | 96 |
|