SWA
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Sax Wealth Advisors’s KeyCorp KEY Stock Holding History

Sax Wealth Advisors’s Portfolio KEY Stock Details KEY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$192K Sell
11,049
-668
-6% -$11.6K 0.01% 414
2025
Q1 		$187K Buy
+11,717
New +$187K 0.01% 354