Laurel Wealth Advisors (California)’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8,775
| Closed | -$203K | – | 772 |
|
2021
Q4 | $203K | Buy |
+8,775
| New | +$203K | 0.02% | 755 |
|
2018
Q4 | – | Sell |
-45,620
| Closed | -$907K | – | 372 |
|
2018
Q3 | $907K | Buy |
45,620
+1,000
| +2% | +$19.9K | 0.22% | 108 |
|
2018
Q2 | $871K | Sell |
44,620
-708
| -2% | -$13.8K | 0.23% | 106 |
|
2018
Q1 | $886K | Sell |
45,328
-2,542
| -5% | -$49.7K | 0.27% | 94 |
|
2017
Q4 | $965K | Hold |
47,870
| – | – | 0.28% | 93 |
|
2017
Q3 | $900K | Hold |
47,870
| – | – | 0.3% | 87 |
|
2017
Q2 | $897K | Sell |
47,870
-141
| -0.3% | -$2.64K | 0.32% | 86 |
|
2017
Q1 | $853K | Buy |
+48,011
| New | +$853K | 0.33% | 84 |
|