TCI Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,004
| Closed | -$37.6K | – | 1256 |
|
|
2023
Q1 | $37.6K | Buy |
3,004
+1,274
| +74% | +$21.5K | ﹤0.01% | 501 |
|
|
2022
Q4 | $30.1K | Hold |
1,730
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $28K | Buy |
1,730
+25
| +1% | +$448 | ﹤0.01% | 532 |
|
|
2022
Q2 | $29K | Buy |
1,705
+251
| +17% | +$4.85K | ﹤0.01% | 533 |
|
|
2022
Q1 | $32K | Buy |
1,454
+224
| +18% | +$5.57K | ﹤0.01% | 525 |
|
|
2021
Q4 | $28K | Hold |
1,230
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $27K | Sell |
1,230
-181
| -13% | -$3.66K | ﹤0.01% | 571 |
|
|
2021
Q2 | $29K | Buy |
1,411
+91
| +7% | +$1.98K | 0.01% | 516 |
|
|
2021
Q1 | $26K | Buy |
1,320
+277
| +27% | +$5.34K | 0.01% | 508 |
|
|
2020
Q4 | $17K | Hold |
1,043
| – | – | 0.01% | 530 |
|
|
2020
Q3 | $12K | Buy |
1,043
+453
| +77% | +$5.52K | ﹤0.01% | 543 |
|
|
2020
Q2 | $7K | Sell |
590
-475
| -45% | -$5.52K | ﹤0.01% | 656 |
|
|
2020
Q1 | $11K | Buy |
1,065
+842
| +378% | +$14K | 0.01% | 551 |
|
|
2019
Q4 | $5K | Buy |
223
+3
| +1% | +$57 | ﹤0.01% | 852 |
|
|
2019
Q3 | $4K | Buy |
220
+120
| +120% | +$2.08K | ﹤0.01% | 869 |
|
|
2019
Q2 | $2K | Sell |
100
-27
| -21% | -$457 | ﹤0.01% | 1024 |
|
|
2019
Q1 | $2K | Buy |
127
+2
| +2% | +$33 | ﹤0.01% | 1039 |
|
|
2018
Q4 | $2K | Sell |
125
-167
| -57% | -$2.94K | ﹤0.01% | 1007 |
|
|
2018
Q3 | $6K | Buy |
292
+12
| +4% | +$249 | ﹤0.01% | 750 |
|
|
2018
Q2 | $5K | Buy |
280
+13
| +5% | +$259 | ﹤0.01% | 778 |
|
|
2018
Q1 | $5K | Buy |
267
+180
| +207% | +$3.77K | ﹤0.01% | 736 |
|
|
2017
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 958 |
|
|
2017
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 994 |
|
|
2017
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 943 |
|
|
2016
Q4 | $2K | Sell |
87
-11
| -11% | -$173 | ﹤0.01% | 1018 |
|
|
2016
Q3 | $1K | Buy |
+98
| New | +$1.17K | ﹤0.01% | 1150 |
|
|
2014
Q4 | – | Sell |
-900
| Closed | -$12K | – | 909 |
|
|
2014
Q3 | $12K | Buy |
+900
| New | +$12.3K | 0.01% | 415 |
|
Other funds holding KEY
