TrueWealth LLC’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3K | Hold |
246
| – | – | ﹤0.01% | 611 |
|
|
2020
Q1 | $3K | Sell |
246
-87
| -26% | -$1.06K | ﹤0.01% | 616 |
|
|
2019
Q4 | $7K | Hold |
333
| – | – | ﹤0.01% | 520 |
|
|
2019
Q3 | $6K | Hold |
333
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $6K | Hold |
333
| – | – | ﹤0.01% | 542 |
|
|
2019
Q1 | $5K | Hold |
333
| – | – | ﹤0.01% | 570 |
|
|
2018
Q4 | $5K | Sell |
333
-32
| -9% | -$480 | ﹤0.01% | 547 |
|
|
2018
Q3 | $7K | Hold |
365
| – | – | ﹤0.01% | 550 |
|
|
2018
Q2 | $7K | Hold |
365
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $7K | Hold |
365
| – | – | ﹤0.01% | 515 |
|
|
2017
Q4 | $7K | Buy |
+365
| New | +$7K | ﹤0.01% | 583 |
|