IWA
IBEX Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,700
| Closed | -$58K | – | 322 |
|
|
2021
Q3 | $58K | Buy |
+2,700
| New | +$58K | 0.01% | 261 |
|
|
2017
Q4 | – | Sell |
-108,405
| Closed | -$2.01M | – | 113 |
|
|
2017
Q3 | $2.01M | Buy |
108,405
+1,064
| +1% | +$19.8K | 0.75% | 56 |
|
|
2017
Q2 | $2.07M | Buy |
107,341
+26,085
| +32% | +$503K | 0.81% | 50 |
|
|
2017
Q1 | $1.4M | Buy |
+81,256
| New | +$1.4M | 0.86% | 46 |
|