SIC
Sigma Investment Counselors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-101,491
| Closed | -$1.77M | – | 192 |
|
|
2022
Q4 | $1.77M | Buy |
101,491
+689
| +0.7% | +$12K | 0.15% | 82 |
|
|
2022
Q3 | $1.62M | Sell |
100,802
-138
| -0.1% | -$2.21K | 0.14% | 84 |
|
|
2022
Q2 | $1.74M | Buy |
100,940
+3,499
| +4% | +$60.3K | 0.14% | 79 |
|
|
2022
Q1 | $2.18M | Buy |
97,441
+1,494
| +2% | +$33.4K | 0.16% | 78 |
|
|
2021
Q4 | $2.22M | Sell |
95,947
-1,600
| -2% | -$37K | 0.16% | 77 |
|
|
2021
Q3 | $2.11M | Buy |
97,547
+1,260
| +1% | +$27.2K | 0.16% | 77 |
|
|
2021
Q2 | $1.99M | Sell |
96,287
-104
| -0.1% | -$2.15K | 0.15% | 78 |
|
|
2021
Q1 | $1.93M | Sell |
96,391
-1,675
| -2% | -$33.5K | 0.16% | 78 |
|
|
2020
Q4 | $1.61M | Buy |
98,066
+50,540
| +106% | +$829K | 0.14% | 81 |
|
|
2020
Q3 | $567K | Sell |
47,526
-49,899
| -51% | -$595K | 0.11% | 91 |
|
|
2020
Q2 | $1.19M | Sell |
97,425
-48,246
| -33% | -$588K | 0.13% | 81 |
|
|
2020
Q1 | $1.51M | Sell |
145,671
-1,440
| -1% | -$14.9K | 0.19% | 73 |
|
|
2019
Q4 | $2.98M | Buy |
147,111
+11,461
| +8% | +$232K | 0.31% | 56 |
|
|
2019
Q3 | $2.42M | Buy |
+135,650
| New | +$2.42M | 0.28% | 61 |
|