TPA
Trivium Point Advisory’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-95,475
| Closed | -$1.2M | – | 201 |
|
|
2023
Q1 | $1.2M | Buy |
95,475
+5,105
| +6% | +$63.9K | 0.32% | 103 |
|
|
2022
Q4 | $1.66M | Buy |
90,370
+3,140
| +4% | +$57.7K | 0.48% | 72 |
|
|
2022
Q3 | $1.45M | Buy |
87,230
+2,485
| +3% | +$41.3K | 0.45% | 74 |
|
|
2022
Q2 | $1.49M | Buy |
84,745
+1,710
| +2% | +$30.1K | 0.45% | 78 |
|
|
2022
Q1 | $1.74M | Buy |
83,035
+15,955
| +24% | +$334K | 0.39% | 87 |
|
|
2021
Q4 | $1.55M | Buy |
67,080
+365
| +0.5% | +$8.45K | 0.33% | 99 |
|
|
2021
Q3 | $1.51M | Buy |
66,715
+3,560
| +6% | +$80.8K | 0.36% | 90 |
|
|
2021
Q2 | $1.3M | Buy |
63,155
+6,580
| +12% | +$136K | 0.33% | 106 |
|
|
2021
Q1 | $1.13M | Buy |
56,575
+213
| +0.4% | +$4.25K | 0.31% | 112 |
|
|
2020
Q4 | $1.04M | Buy |
+56,362
| New | +$1.04M | 0.3% | 113 |
|