One Wealth Advisors’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 |
-14,591
| Closed | -$183K | – | 214 |
|
|
2023
Q1 | $183K | Buy |
14,591
+4,309
| +42% | +$53.9K | 0.04% | 194 |
|
|
2022
Q4 | $179K | Sell |
10,282
-12,664
| -55% | -$221K | 0.04% | 209 |
|
|
2022
Q3 | $368K | Buy |
22,946
+1,766
| +8% | +$28.3K | 0.12% | 100 |
|
|
2022
Q2 | $365K | Buy |
21,180
+2,960
| +16% | +$51K | 0.1% | 113 |
|
|
2022
Q1 | $408K | Buy |
18,220
+4,869
| +36% | +$109K | 0.1% | 108 |
|
|
2021
Q4 | $309K | Buy |
+13,351
| New | +$309K | 0.08% | 130 |
|
|
2019
Q2 | – | Sell |
-825
| Closed | -$13K | – | 312 |
|
|
2019
Q1 | $13K | Buy |
+825
| New | +$13K | 0.01% | 298 |
|
|
2018
Q4 | – | Sell |
-1,013
| Closed | -$20K | – | 298 |
|
|
2018
Q3 | $20K | Hold |
1,013
| – | – | 0.02% | 316 |
|
|
2018
Q2 | $20K | Buy |
+1,013
| New | +$20K | 0.02% | 310 |
|
|
2018
Q1 | – | Sell |
-1,009
| Closed | -$21K | – | 555 |
|
|
2017
Q4 | $21K | Buy |
+1,009
| New | +$21K | 0.02% | 325 |
|