J.P. Morgan Private Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $451K | Sell |
41,931
-43,956
| -51% | -$473K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $794K | Sell |
85,887
-48,687
| -36% | -$450K | ﹤0.01% | 850 |
|
|
2023
Q1 | $1.68M | Sell |
134,574
-23,948
| -15% | -$300K | ﹤0.01% | 945 |
|
|
2022
Q4 | $2.76M | Buy |
158,522
+5,672
| +4% | +$98.8K | 0.01% | 737 |
|
|
2022
Q3 | $2.45M | Buy |
152,850
+4,427
| +3% | +$70.9K | 0.01% | 774 |
|
|
2022
Q2 | $2.56M | Buy |
148,423
+21,524
| +17% | +$371K | 0.01% | 762 |
|
|
2022
Q1 | $2.84M | Buy |
126,899
+36,020
| +40% | +$806K | 0.01% | 791 |
|
|
2021
Q4 | $2.1M | Buy |
90,879
+46,168
| +103% | +$1.07M | ﹤0.01% | 890 |
|
|
2021
Q3 | $967K | Buy |
44,711
+1,295
| +3% | +$28K | ﹤0.01% | 1225 |
|
|
2021
Q2 | $897K | Buy |
43,416
+14,325
| +49% | +$296K | ﹤0.01% | 1249 |
|
|
2021
Q1 | $581K | Sell |
29,091
-1,018
| -3% | -$20.3K | ﹤0.01% | 1253 |
|
|
2020
Q4 | $494K | Buy |
30,109
+1,360
| +5% | +$22.3K | ﹤0.01% | 1294 |
|
|
2020
Q3 | $343K | Sell |
28,749
-5,049
| -15% | -$60.2K | ﹤0.01% | 1305 |
|
|
2020
Q2 | $412K | Buy |
33,798
+4,106
| +14% | +$50.1K | ﹤0.01% | 1185 |
|
|
2020
Q1 | $308K | Sell |
29,692
-289,786
| -91% | -$3.01M | ﹤0.01% | 1131 |
|
|
2019
Q4 | $6.47M | Buy |
319,478
+21,586
| +7% | +$437K | 0.03% | 374 |
|
|
2019
Q3 | $5.31M | Buy |
297,892
+64,350
| +28% | +$1.15M | 0.03% | 391 |
|
|
2019
Q2 | $4.15M | Sell |
233,542
-4,526
| -2% | -$80.3K | 0.02% | 429 |
|
|
2019
Q1 | $3.75M | Buy |
238,068
+51,191
| +27% | +$806K | 0.02% | 470 |
|
|
2018
Q4 | $2.76M | Buy |
186,877
+860
| +0.5% | +$12.7K | 0.02% | 502 |
|
|
2018
Q3 | $3.7M | Buy |
186,017
+41,279
| +29% | +$821K | 0.02% | 493 |
|
|
2018
Q2 | $2.83M | Buy |
144,738
+120,062
| +487% | +$2.35M | 0.02% | 528 |
|
|
2018
Q1 | $482K | Sell |
24,676
-1,567
| -6% | -$30.6K | ﹤0.01% | 884 |
|
|
2017
Q4 | $529K | Buy |
26,243
+4,761
| +22% | +$96K | ﹤0.01% | 850 |
|
|
2017
Q3 | $405K | Buy |
21,482
+1,452
| +7% | +$27.4K | ﹤0.01% | 926 |
|
|
2017
Q2 | $376K | Sell |
20,030
-12,157
| -38% | -$228K | ﹤0.01% | 928 |
|
|
2017
Q1 | $573K | Buy |
32,187
+15,669
| +95% | +$279K | ﹤0.01% | 800 |
|
|
2016
Q4 | $302K | Sell |
16,518
-31,759
| -66% | -$581K | ﹤0.01% | 988 |
|
|
2016
Q3 | $587K | Buy |
48,277
+37,665
| +355% | +$458K | 0.01% | 733 |
|
|
2016
Q2 | $117K | Buy |
+10,612
| New | +$117K | ﹤0.01% | 1201 |
|
|
2015
Q2 | – | Sell |
-11,657
| Closed | -$165K | – | 1101 |
|
|
2015
Q1 | $165K | Buy |
11,657
+1,252
| +12% | +$17.7K | ﹤0.01% | 1063 |
|
|
2014
Q4 | $145K | Buy |
+10,405
| New | +$145K | ﹤0.01% | 1029 |
|