SWM
SeaCrest Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,971
| Closed | -$261K | – | 660 |
|
|
2022
Q4 | $261K | Sell |
14,971
-1,781
| -11% | -$31K | 0.04% | 485 |
|
|
2022
Q3 | $268K | Sell |
16,752
-805
| -5% | -$12.9K | 0.04% | 459 |
|
|
2022
Q2 | $303K | Buy |
17,557
+342
| +2% | +$5.9K | 0.04% | 459 |
|
|
2022
Q1 | $385K | Sell |
17,215
-895
| -5% | -$20K | 0.04% | 439 |
|
|
2021
Q4 | $419K | Sell |
18,110
-409
| -2% | -$9.46K | 0.05% | 407 |
|
|
2021
Q3 | $400K | Sell |
18,519
-404
| -2% | -$8.73K | 0.05% | 406 |
|
|
2021
Q2 | $391K | Buy |
18,923
+1,228
| +7% | +$25.4K | 0.05% | 414 |
|
|
2021
Q1 | $354K | Buy |
17,695
+1,618
| +10% | +$32.4K | 0.05% | 411 |
|
|
2020
Q4 | $264K | Sell |
16,077
-14,786
| -48% | -$243K | 0.04% | 472 |
|
|
2020
Q3 | $368K | Sell |
30,863
-42,047
| -58% | -$501K | 0.06% | 329 |
|
|
2020
Q2 | $888K | Buy |
72,910
+12,398
| +20% | +$151K | 0.15% | 146 |
|
|
2020
Q1 | $628K | Sell |
60,512
-10,596
| -15% | -$110K | 0.14% | 172 |
|
|
2019
Q4 | $1.44M | Buy |
71,108
+28,825
| +68% | +$583K | 0.24% | 91 |
|
|
2019
Q3 | $754K | Buy |
42,283
+510
| +1% | +$9.09K | 0.14% | 184 |
|
|
2019
Q2 | $741K | Buy |
41,773
+10
| +0% | +$177 | 0.15% | 166 |
|
|
2019
Q1 | $658K | Sell |
41,763
-4,909
| -11% | -$77.3K | 0.11% | 186 |
|
|
2018
Q4 | $690K | Sell |
46,672
-3,095
| -6% | -$45.8K | 0.14% | 158 |
|
|
2018
Q3 | $990K | Buy |
49,767
+984
| +2% | +$19.6K | 0.17% | 117 |
|
|
2018
Q2 | $953K | Sell |
48,783
-259
| -0.5% | -$5.06K | 0.17% | 114 |
|
|
2018
Q1 | $959K | Buy |
49,042
+919
| +2% | +$18K | 0.18% | 111 |
|
|
2017
Q4 | $971K | Buy |
+48,123
| New | +$971K | 0.18% | 111 |
|