JWS
Juncture Wealth Strategies’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,339
| Closed | -$267K | – | 112 |
|
|
2022
Q4 | $267K | Buy |
15,339
+420
| +3% | +$7.32K | 0.13% | 96 |
|
|
2022
Q3 | $239K | Buy |
14,919
+2,481
| +20% | +$39.7K | 0.12% | 95 |
|
|
2022
Q2 | $214K | Buy |
12,438
+2,138
| +21% | +$36.8K | 0.11% | 101 |
|
|
2022
Q1 | $231K | Buy |
10,300
+800
| +8% | +$17.9K | 0.11% | 110 |
|
|
2021
Q4 | $220K | Buy |
+9,500
| New | +$220K | 0.1% | 122 |
|
|
2019
Q2 | – | Sell |
-10,270
| Closed | -$162K | – | 111 |
|
|
2019
Q1 | $162K | Buy |
+10,270
| New | +$162K | 0.13% | 121 |
|