LGA
Lebenthal Global Advisors’s KeyCorp KEY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-18,794
| Closed | -$434K | – | 165 |
|
2021
Q4 | $434K | Buy |
18,794
+40
| +0.2% | +$924 | 0.18% | 94 |
|
2021
Q3 | $405K | Buy |
18,754
+2,816
| +18% | +$60.8K | 0.25% | 71 |
|
2021
Q2 | $329K | Buy |
15,938
+1,375
| +9% | +$28.4K | 0.18% | 110 |
|
2021
Q1 | $290K | Hold |
14,563
| – | – | 0.18% | 102 |
|
2020
Q4 | $238K | Buy |
+14,563
| New | +$238K | 0.17% | 84 |
|