GWANC
Guardian Wealth Advisors (North Carolina)’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,973
| Closed | -$191K | – | 418 |
|
|
2022
Q4 | $191K | Hold |
10,973
| – | – | 0.04% | 200 |
|
|
2022
Q3 | $176K | Buy |
+10,973
| New | +$176K | 0.03% | 193 |
|
|
2022
Q2 | – | Sell |
-10,391
| Closed | -$233K | – | 368 |
|
|
2022
Q1 | $233K | Buy |
+10,391
| New | +$233K | 0.1% | 150 |
|