National Wealth Management Group’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	-57,955	Closed	-$624K	–	145
2023 Q3	$624K	Buy	57,955 +2,677	+5%	+$28.8K	0.68%	41
2023 Q2	$660K	Buy	+55,278	New	+$660K	0.69%	43