Impact Partnership Wealth’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-31,113
Closed -$442K 259
2024
Q2
$442K Buy
31,113
+5,268
+20% +$74.9K 0.12% 118
2024
Q1
$409K Sell
25,845
-4,062
-14% -$64.2K 0.16% 90
2023
Q4
$431K Buy
29,907
+5,691
+24% +$82K 0.16% 95
2023
Q3
$261K Buy
+24,216
New +$261K 0.08% 145