New Potomac Partners’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,500
| Closed | -$213K | – | 132 |
|
|
2020
Q2 | $213K | Sell |
17,500
-700
| -4% | -$8.52K | 0.19% | 58 |
|
|
2020
Q1 | $189K | Sell |
18,200
-3,325
| -15% | -$34.5K | 0.21% | 57 |
|
|
2019
Q4 | $436K | Hold |
21,525
| – | – | 0.41% | 52 |
|
|
2019
Q3 | $384K | Hold |
21,525
| – | – | 0.38% | 52 |
|
|
2019
Q2 | $382K | Sell |
21,525
-27,450
| -56% | -$487K | 0.39% | 54 |
|
|
2019
Q1 | $771K | Sell |
48,975
-3,100
| -6% | -$48.8K | 0.78% | 47 |
|
|
2018
Q4 | $770K | Sell |
52,075
-42,090
| -45% | -$622K | 0.83% | 44 |
|
|
2018
Q3 | $1.87M | Sell |
94,165
-600
| -0.6% | -$11.9K | 1.74% | 28 |
|
|
2018
Q2 | $1.85M | Buy |
94,765
+1,275
| +1% | +$24.9K | 1.79% | 28 |
|
|
2018
Q1 | $1.83M | Sell |
93,490
-110
| -0.1% | -$2.15K | 1.79% | 27 |
|
|
2017
Q4 | $1.89M | Buy |
+93,600
| New | +$1.89M | 1.8% | 25 |
|