MIAN
Mariner Independent Advisor Network’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $311K | Buy |
19,385
+1,287
| +7% | +$20.6K | 0.01% | 518 |
|
|
2022
Q2 | $319K | Buy |
18,098
+3,217
| +22% | +$56.7K | 0.01% | 513 |
|
|
2022
Q1 | $327K | Buy |
+14,881
| New | +$327K | 0.01% | 474 |
|
|
2021
Q4 | – | Sell |
-14,260
| Closed | -$308K | – | 486 |
|
|
2021
Q3 | $308K | Hold |
14,260
| – | – | 0.02% | 437 |
|
|
2021
Q2 | $294K | Buy |
14,260
+1,108
| +8% | +$22.8K | 0.01% | 454 |
|
|
2021
Q1 | $263K | Sell |
13,152
-1,292
| -9% | -$25.8K | 0.01% | 414 |
|
|
2020
Q4 | $237K | Buy |
+14,444
| New | +$237K | 0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-13,052
| Closed | -$264K | – | 385 |
|
|
2019
Q4 | $264K | Hold |
13,052
| – | – | 0.02% | 353 |
|
|
2019
Q3 | $228K | Hold |
13,052
| – | – | 0.02% | 363 |
|
|
2019
Q2 | $232K | Hold |
13,052
| – | – | 0.02% | 355 |
|
|
2019
Q1 | $211K | Hold |
13,052
| – | – | 0.02% | 350 |
|
|
2018
Q4 | $206K | Buy |
13,052
+1,522
| +13% | +$24K | 0.02% | 353 |
|
|
2018
Q3 | $229K | Buy |
+11,530
| New | +$229K | 0.03% | 226 |
|