HCR Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,422
| Closed | -$233K | – | 188 |
|
|
2022
Q1 | $233K | Hold |
10,422
| – | – | 0.04% | 168 |
|
|
2021
Q4 | $241K | Hold |
10,422
| – | – | 0.04% | 176 |
|
|
2021
Q3 | $225K | Hold |
10,422
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $215K | Hold |
10,422
| – | – | 0.04% | 180 |
|
|
2021
Q1 | $208K | Hold |
10,422
| – | – | 0.04% | 172 |
|
|
2020
Q4 | $171K | Hold |
10,422
| – | – | 0.04% | 175 |
|
|
2020
Q3 | $124K | Buy |
10,422
+422
| +4% | +$5.02K | 0.03% | 161 |
|
|
2020
Q2 | $117K | Hold |
10,000
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $104K | Hold |
10,000
| – | – | 0.03% | 155 |
|
|
2019
Q4 | $202K | Buy |
+10,000
| New | +$202K | 0.05% | 147 |
|
|
2019
Q3 | – | Sell |
-10,239
| Closed | -$182K | – | 156 |
|
|
2019
Q2 | $182K | Buy |
10,239
+239
| +2% | +$4.25K | 0.05% | 151 |
|
|
2019
Q1 | $158K | Hold |
10,000
| – | – | 0.05% | 165 |
|
|
2018
Q4 | $148K | Hold |
10,000
| – | – | 0.05% | 152 |
|
|
2018
Q3 | $173K | Sell |
10,000
-903
| -8% | -$15.6K | 0.06% | 151 |
|
|
2018
Q2 | $213K | Buy |
10,903
+903
| +9% | +$17.6K | 0.07% | 156 |
|
|
2018
Q1 | $196K | Hold |
10,000
| – | – | 0.07% | 157 |
|
|
2017
Q4 | $202K | Hold |
10,000
| – | – | 0.07% | 161 |
|
|
2017
Q3 | $188K | Hold |
10,000
| – | – | 0.08% | 156 |
|
|
2017
Q2 | $187K | Hold |
10,000
| – | – | 0.09% | 134 |
|
|
2017
Q1 | $178K | Hold |
10,000
| – | – | 0.09% | 143 |
|
|
2016
Q4 | $183K | Buy |
+10,000
| New | +$183K | 0.1% | 140 |
|