NewEdge Wealth’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,721
| Closed | -$147K | – | 651 |
|
2023
Q1 | $147K | Buy |
+11,721
| New | +$147K | 0.01% | 591 |
|
2022
Q3 | – | Sell |
-46,377
| Closed | -$799K | – | 568 |
|
2022
Q2 | $799K | Buy |
46,377
+27,980
| +152% | +$482K | 0.04% | 316 |
|
2022
Q1 | $412K | Sell |
18,397
-2,878
| -14% | -$64.5K | 0.02% | 327 |
|
2021
Q4 | $492K | Buy |
21,275
+9,501
| +81% | +$220K | 0.02% | 295 |
|
2021
Q3 | $255K | Buy |
+11,774
| New | +$255K | 0.02% | 263 |
|