MBM Wealth Consultants’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,900
| Closed | -$156K | – | 116 |
|
|
2023
Q3 | $156K | Buy |
14,900
+1,758
| +13% | +$18.4K | 0.07% | 104 |
|
|
2023
Q2 | $134K | Buy |
13,142
+5,491
| +72% | +$56.2K | 0.06% | 103 |
|
|
2023
Q1 | $154K | Hold |
7,651
| – | – | 0.06% | 114 |
|
|
2022
Q4 | $135K | Buy |
7,651
+2,898
| +61% | +$51.1K | 0.06% | 119 |
|
|
2022
Q3 | $78K | Buy |
4,753
+1,581
| +50% | +$25.9K | 0.04% | 134 |
|
|
2022
Q2 | $55K | Buy |
3,172
+132
| +4% | +$2.29K | 0.03% | 156 |
|
|
2022
Q1 | $68K | Buy |
3,040
+925
| +44% | +$20.7K | 0.03% | 168 |
|
|
2021
Q4 | $49K | Buy |
2,115
+575
| +37% | +$13.3K | 0.02% | 164 |
|
|
2021
Q3 | $33K | Buy |
1,540
+360
| +31% | +$7.71K | 0.02% | 169 |
|
|
2021
Q2 | $24K | Hold |
1,180
| – | – | 0.01% | 185 |
|
|
2021
Q1 | $24K | Buy |
+1,180
| New | +$24K | 0.01% | 174 |
|