TPWA
TRUE Private Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
63,944
-316
| -0.5% | -$5.51K | 0.13% | 105 |
|
|
2025
Q1 | $1.03M | Sell |
64,260
-2,408
| -4% | -$38.5K | 0.12% | 95 |
|
|
2024
Q4 | $1.14M | Sell |
66,668
-1,321
| -2% | -$22.6K | 0.14% | 90 |
|
|
2024
Q3 | $1.14M | Sell |
67,989
-1,621
| -2% | -$27.2K | 0.14% | 88 |
|
|
2024
Q2 | $989K | Sell |
69,610
-5,726
| -8% | -$81.4K | 0.11% | 96 |
|
|
2024
Q1 | $1.19M | Sell |
75,336
-5,244
| -7% | -$82.9K | 0.14% | 87 |
|
|
2023
Q4 | $1.16M | Buy |
80,580
+2,380
| +3% | +$34.3K | 0.15% | 88 |
|
|
2023
Q3 | $841K | Buy |
78,200
+1,273
| +2% | +$13.7K | 0.12% | 105 |
|
|
2023
Q2 | $711K | Buy |
76,927
+38,939
| +103% | +$360K | 0.11% | 101 |
|
|
2023
Q1 | $476K | Buy |
+37,988
| New | +$476K | 0.07% | 131 |
|
|
2021
Q1 | – | Sell |
-4,442
| Closed | -$72K | – | 480 |
|
|
2020
Q4 | $72K | Sell |
4,442
-2,000
| -31% | -$32.4K | 0.01% | 312 |
|
|
2020
Q3 | $76K | Hold |
6,442
| – | – | 0.01% | 280 |
|
|
2020
Q2 | $78K | Sell |
6,442
-1,027
| -14% | -$12.4K | 0.01% | 274 |
|
|
2020
Q1 | $77K | Sell |
7,469
-1,385
| -16% | -$14.3K | 0.02% | 241 |
|
|
2019
Q4 | $179K | Buy |
+8,854
| New | +$179K | 0.03% | 230 |
|
|
2019
Q3 | – | Sell |
-5,629
| Closed | -$99K | – | 493 |
|
|
2019
Q2 | $99K | Buy |
+5,629
| New | +$99K | 0.02% | 263 |
|
|
2019
Q1 | – | Sell |
-13,105
| Closed | -$193K | – | 229 |
|
|
2018
Q4 | $193K | Sell |
13,105
-2,138
| -14% | -$31.5K | 0.03% | 225 |
|
|
2018
Q3 | $303K | Buy |
15,243
+17
| +0.1% | +$338 | 0.04% | 216 |
|
|
2018
Q2 | $297K | Buy |
15,226
+68
| +0.4% | +$1.33K | 0.05% | 209 |
|
|
2018
Q1 | $296K | Sell |
15,158
-954
| -6% | -$18.6K | 0.05% | 184 |
|
|
2017
Q4 | $324K | Buy |
16,112
+1,348
| +9% | +$27.1K | 0.06% | 176 |
|
|
2017
Q3 | $277K | Sell |
14,764
-334
| -2% | -$6.27K | 0.06% | 127 |
|
|
2017
Q2 | $282K | Buy |
15,098
+16
| +0.1% | +$299 | 0.07% | 119 |
|
|
2017
Q1 | $263K | Buy |
15,082
+14
| +0.1% | +$244 | 0.06% | 120 |
|
|
2016
Q4 | $271K | Buy |
+15,068
| New | +$271K | 0.07% | 118 |
|