KeyBank National Association’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,493
| Closed | -$217K | – | 1125 |
|
|
2023
Q4 | $217K | Sell |
10,493
-2,558
| -20% | -$52.8K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $248K | Hold |
13,051
| – | – | ﹤0.01% | 921 |
|
|
2023
Q2 | $302K | Buy |
13,051
+1,716
| +15% | +$39.8K | ﹤0.01% | 885 |
|
|
2023
Q1 | $297K | Hold |
11,335
| – | – | ﹤0.01% | 888 |
|
|
2022
Q4 | $311K | Buy |
11,335
+1,124
| +11% | +$30.8K | ﹤0.01% | 863 |
|
|
2022
Q3 | $233K | Buy |
+10,211
| New | +$233K | ﹤0.01% | 934 |
|