RWA
Ropes Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,759
| Closed | -$45K | – | 527 |
|
|
2020
Q4 | $45K | Buy |
2,759
+159
| +6% | +$2.59K | 0.01% | 394 |
|
|
2020
Q3 | $31K | Sell |
2,600
-227
| -8% | -$2.71K | 0.01% | 379 |
|
|
2020
Q2 | $34K | Buy |
2,827
+227
| +9% | +$2.73K | 0.01% | 342 |
|
|
2020
Q1 | $27K | Hold |
2,600
| – | – | 0.01% | 341 |
|
|
2019
Q4 | $53K | Hold |
2,600
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $46K | Hold |
2,600
| – | – | 0.01% | 344 |
|
|
2019
Q2 | $46K | Hold |
2,600
| – | – | 0.01% | 346 |
|
|
2019
Q1 | $41K | Hold |
2,600
| – | – | 0.01% | 353 |
|
|
2018
Q4 | $38K | Hold |
2,600
| – | – | 0.01% | 328 |
|
|
2018
Q3 | $52K | Buy |
+2,600
| New | +$52K | 0.01% | 330 |
|
|
2016
Q1 | – | Sell |
-46
| Closed | -$1K | – | 486 |
|
|
2015
Q4 | $1K | Sell |
46
-89
| -66% | -$1.94K | ﹤0.01% | 428 |
|
|
2015
Q3 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 379 |
|