Omnia Family Wealth’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-235
| Closed | -$4K | – | 321 |
|
2019
Q1 | $4K | Hold |
235
| – | – | ﹤0.01% | 345 |
|
2018
Q4 | $3K | Hold |
235
| – | – | ﹤0.01% | 342 |
|
2018
Q3 | $5K | Sell |
235
-245
| -51% | -$5.21K | ﹤0.01% | 311 |
|
2018
Q2 | $9K | Sell |
480
-153
| -24% | -$2.87K | ﹤0.01% | 263 |
|
2018
Q1 | $12K | Sell |
633
-388
| -38% | -$7.36K | 0.01% | 244 |
|
2017
Q4 | $21K | Buy |
1,021
+541
| +113% | +$11.1K | 0.01% | 228 |
|
2017
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 282 |
|
2017
Q2 | $9K | Buy |
480
+245
| +104% | +$4.59K | ﹤0.01% | 301 |
|
2017
Q1 | $4K | Hold |
235
| – | – | ﹤0.01% | 449 |
|
2016
Q4 | $4K | Buy |
+235
| New | +$4K | ﹤0.01% | 446 |
|