MSWM
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Mowery & Schoenfeld Wealth Management’s KeyCorp KEY Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.72K Sell
156
-699
-82% -$12.2K ﹤0.01% 316
2025
Q1 		$13.7K Buy
855
+677
+380% +$10.8K 0.03% 236
2024
Q4 		$3.05K Buy
+178
New +$3.05K 0.01% 356