Lenox Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $32K | Buy |
1,534
+22
| +1% | +$459 | ﹤0.01% | 309 |
|
|
2021
Q4 | $35K | Hold |
1,512
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $33K | Hold |
1,512
| – | – | ﹤0.01% | 292 |
|
|
2021
Q2 | $31K | Buy |
1,512
+535
| +55% | +$11K | ﹤0.01% | 295 |
|
|
2021
Q1 | $20K | Hold |
977
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $16K | Hold |
977
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $12K | Hold |
977
| – | – | ﹤0.01% | 353 |
|
|
2020
Q2 | $12K | Hold |
977
| – | – | ﹤0.01% | 357 |
|
|
2020
Q1 | $10K | Sell |
977
-41
| -4% | -$420 | ﹤0.01% | 343 |
|
|
2019
Q4 | $21K | Buy |
1,018
+41
| +4% | +$846 | ﹤0.01% | 329 |
|
|
2019
Q3 | $17K | Buy |
+977
| New | +$17K | ﹤0.01% | 311 |
|
|
2018
Q3 | – | Sell |
-473
| Closed | -$9K | – | 470 |
|
|
2018
Q2 | $9K | Sell |
473
-148
| -24% | -$2.82K | ﹤0.01% | 380 |
|
|
2018
Q1 | $12K | Buy |
621
+473
| +320% | +$9.14K | ﹤0.01% | 337 |
|
|
2017
Q4 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 286 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$3K | – | 274 |
|
|
2013
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 270 |
|
|
2013
Q3 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 204 |
|