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Legacy Wealth Management (Mississippi)’s KeyCorp KEY Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$322K 0.19% 73

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OTPPB
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