PPWM
PFG Private Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-221
| Closed | -$3.53K | – | 155 |
|
|
2025
Q1 | $3.53K | Hold |
221
| – | – | ﹤0.01% | 193 |
|
|
2024
Q4 | $3.79K | Hold |
221
| – | – | ﹤0.01% | 167 |
|
|
2024
Q3 | $3.7K | Sell |
221
-27
| -11% | -$452 | ﹤0.01% | 174 |
|
|
2024
Q2 | $3.52K | Hold |
248
| – | – | ﹤0.01% | 173 |
|
|
2024
Q1 | $3.92K | Hold |
248
| – | – | ﹤0.01% | 161 |
|
|
2023
Q4 | $3.57K | Sell |
248
-366
| -60% | -$5.27K | ﹤0.01% | 169 |
|
|
2023
Q3 | $6.61K | Buy |
+614
| New | +$6.61K | ﹤0.01% | 203 |
|
|
2023
Q1 | – | Sell |
-171
| Closed | -$3K | – | 344 |
|
|
2022
Q4 | $3K | Hold |
171
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $3K | Hold |
171
| – | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 239 |
|
|
2021
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $4K | Buy |
+171
| New | +$4K | ﹤0.01% | 220 |
|