PIWA
Prevail Innovative Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
56,232
+15,536
| +38% | +$271K | 0.22% | 133 |
|
|
2025
Q1 | $651K | Buy |
40,696
+29,994
| +280% | +$480K | 0.17% | 135 |
|
|
2024
Q4 | $183K | Buy |
+10,702
| New | +$183K | 0.05% | 158 |
|
|
2023
Q4 | – | Sell |
-57,651
| Closed | -$620K | – | 150 |
|
|
2023
Q3 | $620K | Buy |
+57,651
| New | +$620K | 0.32% | 76 |
|