Meridian Wealth Partners’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45,379
| Closed | -$419K | – | 96 |
|
|
2023
Q2 | $419K | Sell |
45,379
-102
| -0.2% | -$942 | 0.09% | 55 |
|
|
2023
Q1 | $569K | Sell |
45,481
-46
| -0.1% | -$576 | 0.12% | 42 |
|
|
2022
Q4 | $793K | Buy |
45,527
+169
| +0.4% | +$2.94K | 0.18% | 34 |
|
|
2022
Q3 | $726K | Sell |
45,358
-6
| -0% | -$96 | 0.18% | 34 |
|
|
2022
Q2 | $782K | Buy |
45,364
+526
| +1% | +$9.07K | 0.19% | 35 |
|
|
2022
Q1 | $1M | Buy |
+44,838
| New | +$1M | 0.21% | 35 |
|
|
2021
Q2 | – | Sell |
-335
| Closed | -$7K | – | 699 |
|
|
2021
Q1 | $7K | Buy |
+335
| New | +$7K | ﹤0.01% | 564 |
|