MSWA
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Marshall & Sterling Wealth Advisors’s KeyCorp KEY Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio KEY Stock Details KEY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.63K Buy
323
+22
+7% +$383 ﹤0.01% 465
2025
Q1 		$4.81K Buy
+301
New +$4.81K ﹤0.01% 479