Pinnacle Wealth Planning Services’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,514
| Closed | -$288K | – | 486 |
|
|
2022
Q4 | $288K | Sell |
16,514
-2,832
| -15% | -$49.3K | 0.05% | 272 |
|
|
2022
Q3 | $310K | Buy |
19,346
+922
| +5% | +$14.8K | 0.06% | 228 |
|
|
2022
Q2 | $317K | Buy |
18,424
+7,006
| +61% | +$121K | 0.06% | 233 |
|
|
2022
Q1 | $256K | Sell |
11,418
-25
| -0.2% | -$561 | 0.05% | 305 |
|
|
2021
Q4 | $265K | Sell |
11,443
-5,100
| -31% | -$118K | 0.05% | 279 |
|
|
2021
Q3 | $358K | Sell |
16,543
-343
| -2% | -$7.42K | 0.08% | 211 |
|
|
2021
Q2 | $349K | Sell |
16,886
-110
| -0.6% | -$2.27K | 0.08% | 198 |
|
|
2021
Q1 | $339K | Buy |
16,996
+2,270
| +15% | +$45.3K | 0.09% | 193 |
|
|
2020
Q4 | $242K | Buy |
14,726
+325
| +2% | +$5.34K | 0.06% | 241 |
|
|
2020
Q3 | $172K | Buy |
14,401
+370
| +3% | +$4.42K | 0.06% | 246 |
|
|
2020
Q2 | $170K | Buy |
14,031
+3,521
| +34% | +$42.7K | 0.06% | 236 |
|
|
2020
Q1 | $108K | Sell |
10,510
-1,657
| -14% | -$17K | 0.05% | 212 |
|
|
2019
Q4 | $246K | Buy |
12,167
+1,409
| +13% | +$28.5K | 0.12% | 178 |
|
|
2019
Q3 | $191K | Buy |
+10,758
| New | +$191K | 0.1% | 186 |
|