KMWM
Keudell/Morrison Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,627
| Closed | -$126K | – | 183 |
|
|
2023
Q2 | $126K | Sell |
13,627
-2,460
| -15% | -$22.7K | 0.04% | 183 |
|
|
2023
Q1 | $201K | Buy |
16,087
+1,630
| +11% | +$20.4K | 0.06% | 179 |
|
|
2022
Q4 | $252K | Buy |
14,457
+2,383
| +20% | +$41.5K | 0.08% | 159 |
|
|
2022
Q3 | $193K | Buy |
+12,074
| New | +$193K | 0.07% | 170 |
|
|
2020
Q2 | – | Sell |
-11,466
| Closed | -$119K | – | 147 |
|
|
2020
Q1 | $119K | Buy |
11,466
+998
| +10% | +$10.4K | 0.12% | 132 |
|
|
2019
Q4 | $212K | Sell |
10,468
-729
| -7% | -$14.8K | 0.15% | 141 |
|
|
2019
Q3 | $200K | Hold |
11,197
| – | – | 0.17% | 143 |
|
|
2019
Q2 | $181K | Sell |
11,197
-928
| -8% | -$15K | 0.16% | 134 |
|
|
2019
Q1 | $191K | Buy |
+12,125
| New | +$191K | 0.17% | 130 |
|