SWA
Sutton Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.63K | Sell |
895
-169
| -16% | -$1.82K | ﹤0.01% | 480 |
|
|
2023
Q2 | $9.83K | Buy |
1,064
+462
| +77% | +$4.27K | ﹤0.01% | 461 |
|
|
2023
Q1 | $7.54K | Sell |
602
-7,875
| -93% | -$98.6K | ﹤0.01% | 470 |
|
|
2022
Q4 | $148K | Hold |
8,477
| – | – | 0.06% | 206 |
|
|
2022
Q3 | $136K | Sell |
8,477
-139
| -2% | -$2.23K | 0.06% | 210 |
|
|
2022
Q2 | $148K | Buy |
8,616
+11
| +0.1% | +$190 | 0.06% | 195 |
|
|
2022
Q1 | $193K | Buy |
8,605
+67
| +0.8% | +$1.5K | 0.07% | 185 |
|
|
2021
Q4 | $197K | Hold |
8,538
| – | – | 0.07% | 179 |
|
|
2021
Q3 | $185K | Hold |
8,538
| – | – | 0.07% | 182 |
|
|
2021
Q2 | $176K | Hold |
8,538
| – | – | 0.06% | 191 |
|
|
2021
Q1 | $171K | Hold |
8,538
| – | – | 0.07% | 184 |
|
|
2020
Q4 | $140K | Hold |
8,538
| – | – | 0.06% | 198 |
|
|
2020
Q3 | $102K | Buy |
8,538
+33
| +0.4% | +$394 | 0.05% | 213 |
|
|
2020
Q2 | $104K | Buy |
8,505
+28
| +0.3% | +$341 | 0.05% | 206 |
|
|
2020
Q1 | $87.9K | Hold |
8,477
| – | – | 0.06% | 203 |
|
|
2019
Q4 | $172K | Hold |
8,477
| – | – | 0.09% | 167 |
|
|
2019
Q3 | $151K | Hold |
8,477
| – | – | 0.08% | 171 |
|
|
2019
Q2 | $150K | Hold |
8,477
| – | – | 0.09% | 170 |
|
|
2019
Q1 | $134K | Hold |
8,477
| – | – | 0.08% | 178 |
|
|
2018
Q4 | $125K | Hold |
8,477
| – | – | 0.08% | 172 |
|
|
2018
Q3 | $169K | Hold |
8,477
| – | – | 0.11% | 144 |
|
|
2018
Q2 | $166K | Hold |
8,477
| – | – | 0.12% | 143 |
|
|
2018
Q1 | $166K | Hold |
8,477
| – | – | 0.12% | 144 |
|
|
2017
Q4 | $171K | Hold |
8,477
| – | – | 0.13% | 144 |
|
|
2017
Q3 | $160K | Hold |
8,477
| – | – | 0.12% | 144 |
|
|
2017
Q2 | $159K | Hold |
8,477
| – | – | 0.13% | 141 |
|
|
2017
Q1 | $151K | Hold |
8,477
| – | – | 0.13% | 141 |
|
|
2016
Q4 | $155K | Hold |
8,477
| – | – | 0.14% | 130 |
|
|
2016
Q3 | $103K | Sell |
8,477
-79
| -0.9% | -$961 | 0.09% | 178 |
|
|
2016
Q2 | $94.5K | Hold |
8,556
| – | – | 0.09% | 182 |
|
|
2016
Q1 | $94.5K | Buy |
+8,556
| New | +$94.5K | 0.09% | 182 |
|