LWMM
Legacy Wealth Management (Mississippi)’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,000
| Closed | -$194K | – | 73 |
|
|
2023
Q3 | $194K | Hold |
18,000
| – | – | 0.1% | 74 |
|
|
2023
Q2 | $166K | Hold |
18,000
| – | – | 0.08% | 72 |
|
|
2023
Q1 | $225K | Hold |
18,000
| – | – | 0.12% | 71 |
|
|
2022
Q4 | $314K | Hold |
18,000
| – | – | 0.19% | 68 |
|
|
2022
Q3 | $288K | Buy |
+18,000
| New | +$288K | 0.19% | 73 |
|