Joel Isaacson & Co’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,968
| Closed | -$127K | – | 360 |
|
|
2016
Q4 | $127K | Hold |
6,968
| – | – | 0.03% | 202 |
|
|
2016
Q3 | $85K | Hold |
6,968
| – | – | 0.02% | 254 |
|
|
2016
Q2 | $77K | Hold |
6,968
| – | – | 0.02% | 264 |
|
|
2016
Q1 | $77K | Sell |
6,968
-1,980
| -22% | -$21.9K | 0.02% | 277 |
|
|
2015
Q4 | $118K | Hold |
8,948
| – | – | 0.03% | 206 |
|
|
2015
Q3 | $116K | Buy |
8,948
+1,980
| +28% | +$25.7K | 0.03% | 206 |
|
|
2015
Q2 | $105K | Hold |
6,968
| – | – | 0.03% | 247 |
|
|
2015
Q1 | $99K | Hold |
6,968
| – | – | 0.03% | 260 |
|
|
2014
Q4 | $97K | Hold |
6,968
| – | – | 0.03% | 234 |
|
|
2014
Q3 | $93K | Hold |
6,968
| – | – | 0.03% | 216 |
|
|
2014
Q2 | $100K | Hold |
6,968
| – | – | 0.03% | 204 |
|
|
2014
Q1 | $99K | Buy |
+6,968
| New | +$99K | 0.03% | 201 |
|