TFO Wealth Partners’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-19
| Closed | -$300 | – | 424 |
|
2024
Q1 | $300 | Hold |
19
| – | – | ﹤0.01% | 399 |
|
2023
Q4 | $274 | Sell |
19
-19
| -50% | -$274 | ﹤0.01% | 541 |
|
2023
Q3 | $352 | Buy |
38
+19
| +100% | +$176 | ﹤0.01% | 589 |
|
2023
Q2 | $176 | Hold |
19
| – | – | ﹤0.01% | 545 |
|
2023
Q1 | $238 | Buy |
19
+17
| +850% | +$213 | ﹤0.01% | 431 |
|
2022
Q4 | $31 | Buy |
+2
| New | +$31 | ﹤0.01% | 890 |
|
2022
Q3 | – | Sell |
-112
| Closed | -$2K | – | 317 |
|
2022
Q2 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 322 |
|
2021
Q3 | – | Sell |
-500
| Closed | -$10K | – | 162 |
|
2021
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 66 |
|