TWMP
Taylor Wealth Management Partners’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-285
| Closed | -$4K | – | 83 |
|
|
2018
Q4 | $4K | Sell |
285
-291,422
| -100% | -$4.09M | ﹤0.01% | 103 |
|
|
2018
Q3 | $5.8M | Sell |
291,707
-7,550
| -3% | -$150K | 2.47% | 14 |
|
|
2018
Q2 | $5.85M | Sell |
299,257
-2,175
| -0.7% | -$42.5K | 2.6% | 13 |
|
|
2018
Q1 | $5.89M | Sell |
301,432
-13,448
| -4% | -$263K | 2.84% | 11 |
|
|
2017
Q4 | $6.35M | Sell |
314,880
-11,675
| -4% | -$235K | 2.7% | 13 |
|
|
2017
Q3 | $6.15M | Sell |
326,555
-6,450
| -2% | -$121K | 2.74% | 12 |
|
|
2017
Q2 | $6.24M | Sell |
333,005
-6,070
| -2% | -$114K | 2.82% | 12 |
|
|
2017
Q1 | $6.03M | Buy |
339,075
+118,425
| +54% | +$2.11M | 2.73% | 14 |
|
|
2016
Q4 | $4.03M | Buy |
+220,650
| New | +$4.03M | 1.87% | 25 |
|