LWA
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Lineweaver Wealth Advisors’s KeyCorp KEY Stock Holding History

Lineweaver Wealth Advisors’s Portfolio KEY Stock Details KEY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,693
Closed -$117K – 139
2023
Q2 		$117K Buy
12,693
+297
+2% +$2.75K 0.03% 119
2023
Q1 		$155K Buy
+12,396
New +$155K 0.05% 123