TWA
TCI Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$16K | ﹤0.01% | 501 |
|
|
2022
Q4 | $30.1K | Hold |
1,730
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $28K | Buy |
1,730
+25
| +1% | +$405 | ﹤0.01% | 532 |
|
|
2022
Q2 | $29K | Buy |
1,705
+251
| +17% | +$4.27K | ﹤0.01% | 532 |
|
|
2022
Q1 | $32K | Buy |
1,454
+224
| +18% | +$4.93K | ﹤0.01% | 525 |
|
|
2021
Q4 | $28K | Hold |
1,230
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $27K | Sell |
1,230
-181
| -13% | -$3.97K | ﹤0.01% | 556 |
|
|
2021
Q2 | $29K | Buy |
1,411
+91
| +7% | +$1.87K | ﹤0.01% | 498 |
|
|
2021
Q1 | $26K | Buy |
1,320
+277
| +27% | +$5.46K | 0.01% | 490 |
|
|
2020
Q4 | $17K | Hold |
1,043
| – | – | 0.01% | 506 |
|
|
2020
Q3 | $12K | Buy |
1,043
+453
| +77% | +$5.21K | ﹤0.01% | 526 |
|
|
2020
Q2 | $7K | Sell |
590
-475
| -45% | -$5.64K | ﹤0.01% | 644 |
|
|
2020
Q1 | $11K | Buy |
1,065
+842
| +378% | +$8.7K | 0.01% | 541 |
|
|
2019
Q4 | $5K | Buy |
223
+3
| +1% | +$67 | ﹤0.01% | 848 |
|
|
2019
Q3 | $4K | Buy |
220
+120
| +120% | +$2.18K | ﹤0.01% | 865 |
|
|
2019
Q2 | $2K | Sell |
100
-27
| -21% | -$540 | ﹤0.01% | 1020 |
|
|
2019
Q1 | $2K | Buy |
127
+2
| +2% | +$31 | ﹤0.01% | 1033 |
|
|
2018
Q4 | $2K | Sell |
125
-167
| -57% | -$2.67K | ﹤0.01% | 997 |
|
|
2018
Q3 | $6K | Buy |
292
+12
| +4% | +$247 | ﹤0.01% | 740 |
|
|
2018
Q2 | $5K | Buy |
280
+13
| +5% | +$232 | ﹤0.01% | 778 |
|
|
2018
Q1 | $5K | Buy |
267
+180
| +207% | +$3.37K | ﹤0.01% | 733 |
|
|
2017
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 957 |
|
|
2017
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 994 |
|
|
2017
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 943 |
|
|
2016
Q4 | $2K | Sell |
87
-11
| -11% | -$253 | ﹤0.01% | 1018 |
|
|
2016
Q3 | $1K | Buy |
+98
| New | +$1K | ﹤0.01% | 1150 |
|
|
2014
Q4 | – | Sell |
-900
| Closed | -$12K | – | 909 |
|
|
2014
Q3 | $12K | Buy |
+900
| New | +$12K | 0.01% | 415 |
|