LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-360
| Closed | -$8K | – | 750 |
|
|
2021
Q3 | $8K | Sell |
360
-508
| -59% | -$11.3K | ﹤0.01% | 622 |
|
|
2021
Q2 | $18K | Buy |
+868
| New | +$18K | ﹤0.01% | 552 |
|
|
2021
Q1 | – | Sell |
-360
| Closed | -$6K | – | 515 |
|
|
2020
Q4 | $6K | Sell |
360
-460
| -56% | -$7.67K | ﹤0.01% | 672 |
|
|
2020
Q3 | $10K | Hold |
820
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $10K | Hold |
820
| – | – | ﹤0.01% | 500 |
|
|
2020
Q1 | $9K | Hold |
820
| – | – | ﹤0.01% | 549 |
|
|
2019
Q4 | $17K | Hold |
820
| – | – | ﹤0.01% | 553 |
|
|
2019
Q3 | $15K | Hold |
820
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $15K | Hold |
820
| – | – | ﹤0.01% | 534 |
|
|
2019
Q1 | $13K | Hold |
820
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $12K | Buy |
+820
| New | +$12K | ﹤0.01% | 554 |
|
|
2017
Q4 | – | Sell |
-24
| Closed | – | – | 810 |
|
|
2017
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 848 |
|