Sterling Investment Advisors (Pennsylvania)’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,500
| Closed | -$26K | – | 312 |
|
2022
Q2 | $26K | Sell |
1,500
-1,500
| -50% | -$26K | 0.01% | 297 |
|
2022
Q1 | $67K | Hold |
3,000
| – | – | 0.02% | 228 |
|
2021
Q4 | $69K | Hold |
3,000
| – | – | 0.02% | 222 |
|
2021
Q3 | $65K | Buy |
+3,000
| New | +$65K | 0.02% | 228 |
|
2020
Q4 | – | Sell |
-4,000
| Closed | -$48K | – | 457 |
|
2020
Q3 | $48K | Buy |
4,000
+1,000
| +33% | +$12K | 0.02% | 217 |
|
2020
Q2 | $36K | Buy |
+3,000
| New | +$36K | 0.01% | 244 |
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$60K | – | 408 |
|
2019
Q4 | $60K | Buy |
+3,000
| New | +$60K | 0.03% | 188 |
|
2019
Q3 | – | Sell |
-4,000
| Closed | -$71K | – | 425 |
|
2019
Q2 | $71K | Hold |
4,000
| – | – | 0.04% | 179 |
|
2019
Q1 | $63K | Buy |
4,000
+2,000
| +100% | +$31.5K | 0.03% | 189 |
|
2018
Q4 | $29K | Hold |
2,000
| – | – | 0.02% | 250 |
|
2018
Q3 | $40K | Hold |
2,000
| – | – | 0.02% | 244 |
|
2018
Q2 | $39K | Sell |
2,000
-2,000
| -50% | -$39K | 0.02% | 226 |
|
2018
Q1 | $78K | Hold |
4,000
| – | – | 0.05% | 158 |
|
2017
Q4 | $81K | Hold |
4,000
| – | – | 0.05% | 155 |
|
2017
Q3 | $75K | Sell |
4,000
-161
| -4% | -$3.02K | 0.05% | 150 |
|
2017
Q2 | $78K | Buy |
4,161
+161
| +4% | +$3.02K | 0.05% | 151 |
|
2017
Q1 | $71K | Buy |
+4,000
| New | +$71K | 0.05% | 150 |
|