Steel Grove Capital Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-27,245
| Closed | -$403K | – | 197 |
|
|
2018
Q4 | $403K | Sell |
27,245
-6,893
| -20% | -$102K | 0.06% | 218 |
|
|
2018
Q3 | $679K | Sell |
34,138
-3,099
| -8% | -$61.6K | 0.09% | 170 |
|
|
2018
Q2 | $728K | Hold |
37,237
| – | – | 0.12% | 156 |
|
|
2018
Q1 | $728K | Buy |
37,237
+1,500
| +4% | +$29.3K | 0.11% | 166 |
|
|
2017
Q4 | $721K | Hold |
35,737
| – | – | 0.11% | 167 |
|
|
2017
Q3 | $673K | Sell |
35,737
-21,670
| -38% | -$408K | 0.12% | 137 |
|
|
2017
Q2 | $1.08M | Buy |
57,407
+9,649
| +20% | +$181K | 0.19% | 102 |
|
|
2017
Q1 | $849K | Hold |
47,758
| – | – | 0.15% | 120 |
|
|
2016
Q4 | $873K | Buy |
+47,758
| New | +$873K | 0.17% | 107 |
|