Heritage Trust’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,001
| Closed | -$172K | – | 239 |
|
|
2022
Q2 | $172K | Sell |
10,001
-232
| -2% | -$3.99K | 0.03% | 242 |
|
|
2022
Q1 | $229K | Hold |
10,233
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $236K | Buy |
10,233
+570
| +6% | +$13.1K | 0.03% | 232 |
|
|
2021
Q3 | $209K | Buy |
+9,663
| New | +$209K | 0.03% | 235 |
|
|
2019
Q1 | – | Sell |
-1,313
| Closed | -$19K | – | 304 |
|
|
2018
Q4 | $19K | Buy |
1,313
+885
| +207% | +$12.8K | 0.01% | 257 |
|
|
2018
Q3 | $9K | Hold |
428
| – | – | ﹤0.01% | 327 |
|
|
2018
Q2 | $8K | Hold |
428
| – | – | ﹤0.01% | 319 |
|
|
2018
Q1 | $8K | Hold |
428
| – | – | ﹤0.01% | 305 |
|
|
2017
Q4 | $9K | Buy |
+428
| New | +$9K | ﹤0.01% | 291 |
|