Glassman Wealth Services’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,026
| Closed | -$14.8K | – | 1030 |
|
|
2023
Q4 | $14.8K | Sell |
1,026
-131
| -11% | -$1.55K | ﹤0.01% | 775 |
|
|
2023
Q3 | $12.4K | Sell |
1,157
-88
| -7% | -$974 | ﹤0.01% | 790 |
|
|
2023
Q2 | $11.5K | Sell |
1,245
-452
| -27% | -$4.72K | ﹤0.01% | 771 |
|
|
2023
Q1 | $21.2K | Sell |
1,697
-406
| -19% | -$6.86K | ﹤0.01% | 624 |
|
|
2022
Q4 | $36.6K | Buy |
2,103
+550
| +35% | +$9.67K | 0.01% | 495 |
|
|
2022
Q3 | $25K | Buy |
1,553
+58
| +4% | +$1.04K | 0.01% | 561 |
|
|
2022
Q2 | $26K | Sell |
1,495
-286
| -16% | -$5.53K | 0.01% | 555 |
|
|
2022
Q1 | $40K | Buy |
1,781
+3
| +0.2% | +$75 | 0.01% | 457 |
|
|
2021
Q4 | $41K | Buy |
1,778
+424
| +31% | +$9.84K | 0.01% | 417 |
|
|
2021
Q3 | $29K | Buy |
1,354
+92
| +7% | +$1.86K | 0.01% | 483 |
|
|
2021
Q2 | $26K | Buy |
1,262
+54
| +4% | +$1.17K | 0.01% | 499 |
|
|
2021
Q1 | $24K | Buy |
1,208
+19
| +2% | +$367 | 0.01% | 478 |
|
|
2020
Q4 | $20K | Sell |
1,189
-50
| -4% | -$728 | ﹤0.01% | 524 |
|
|
2020
Q3 | $15K | Buy |
1,239
+973
| +366% | +$11.9K | ﹤0.01% | 512 |
|
|
2020
Q2 | $3K | Sell |
266
-34
| -11% | -$395 | ﹤0.01% | 760 |
|
|
2020
Q1 | $3K | Sell |
300
-82
| -21% | -$1.36K | ﹤0.01% | 617 |
|
|
2019
Q4 | $8K | Buy |
382
+28
| +8% | +$528 | ﹤0.01% | 517 |
|
|
2019
Q3 | $6K | Sell |
354
-6
| -2% | -$104 | ﹤0.01% | 514 |
|
|
2019
Q2 | $6K | Buy |
360
+33
| +10% | +$558 | ﹤0.01% | 530 |
|
|
2019
Q1 | $5K | Buy |
327
+13
| +4% | +$217 | ﹤0.01% | 545 |
|
|
2018
Q4 | $5K | Sell |
314
-51
| -14% | -$898 | ﹤0.01% | 430 |
|
|
2018
Q3 | $7K | Hold |
365
| – | – | ﹤0.01% | 436 |
|
|
2018
Q2 | $7K | Buy |
365
+37
| +11% | +$739 | ﹤0.01% | 405 |
|
|
2018
Q1 | $6K | Hold |
328
| – | – | ﹤0.01% | 402 |
|
|
2017
Q4 | $7K | Buy |
328
+14
| +4% | +$264 | ﹤0.01% | 365 |
|
|
2017
Q3 | $6K | Hold |
314
| – | – | ﹤0.01% | 341 |
|
|
2017
Q2 | $6K | Hold |
314
| – | – | ﹤0.01% | 344 |
|
|
2017
Q1 | $6K | Buy |
314
+190
| +153% | +$3.48K | ﹤0.01% | 391 |
|
|
2016
Q4 | $2K | Buy |
124
+90
| +265% | +$1.42K | ﹤0.01% | 506 |
|
|
2016
Q3 | $0 | Buy |
+34
| New | +$407 | ﹤0.01% | 540 |
|
Other funds holding KEY
OTPPB
