SFPIA
Stevens First Principles Investment Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-7,000
| Closed | -$100K | – | 225 |
|
|
2014
Q1 | $100K | Hold |
7,000
| – | – | 0.06% | 106 |
|
|
2013
Q4 | $94K | Buy |
7,000
+2,000
| +40% | +$26.9K | 0.06% | 117 |
|
|
2013
Q3 | $57K | Sell |
5,000
-1,000
| -17% | -$11.4K | 0.03% | 132 |
|
|
2013
Q2 | $66K | Buy |
+6,000
| New | +$66K | 0.05% | 119 |
|