SIM
Sigma Investment Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $153K | Hold |
10,319
| – | – | 0.12% | 20 |
|
|
2018
Q3 | $205K | Hold |
10,319
| – | – | 0.17% | 18 |
|
|
2018
Q2 | $202K | Hold |
10,319
| – | – | 0.17% | 18 |
|
|
2018
Q1 | $202K | Hold |
10,319
| – | – | 0.17% | 15 |
|
|
2017
Q4 | $208K | Hold |
10,319
| – | – | 0.17% | 15 |
|
|
2017
Q3 | $194K | Hold |
10,319
| – | – | 0.17% | 14 |
|
|
2017
Q2 | $193K | Hold |
10,319
| – | – | 0.17% | 15 |
|
|
2017
Q1 | $183K | Hold |
10,319
| – | – | 0.16% | 15 |
|
|
2016
Q4 | $189K | Sell |
10,319
-1,135
| -10% | -$20.8K | 0.16% | 15 |
|
|
2016
Q3 | $139K | Hold |
11,454
| – | – | 0.12% | 14 |
|
|
2016
Q2 | $127K | Buy |
11,454
+1,135
| +11% | +$12.6K | 0.11% | 14 |
|
|
2016
Q1 | $114K | Sell |
10,319
-1,323
| -11% | -$14.6K | 0.1% | 15 |
|
|
2015
Q4 | $154K | Hold |
11,642
| – | – | 0.09% | 25 |
|
|
2015
Q3 | $151K | Hold |
11,642
| – | – | 0.1% | 26 |
|
|
2015
Q2 | $175K | Buy |
11,642
+1,323
| +13% | +$19.9K | 0.11% | 27 |
|
|
2015
Q1 | $146K | Hold |
10,319
| – | – | 0.09% | 28 |
|
|
2014
Q4 | $143K | Hold |
10,319
| – | – | 0.09% | 28 |
|
|
2014
Q3 | $138K | Hold |
10,319
| – | – | 0.1% | 26 |
|
|
2014
Q2 | $148K | Hold |
10,319
| – | – | 0.1% | 27 |
|
|
2014
Q1 | $147K | Hold |
10,319
| – | – | 0.1% | 28 |
|
|
2013
Q4 | $138K | Hold |
10,319
| – | – | 0.09% | 25 |
|
|
2013
Q3 | $118K | Hold |
10,319
| – | – | 0.08% | 26 |
|
|
2013
Q2 | $114K | Buy |
+10,319
| New | +$114K | 0.08% | 25 |
|