Verdence Capital Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-33,950
| Closed | -$314K | – | 569 |
|
2023
Q2 | $314K | Sell |
33,950
-6,280
| -16% | -$58K | 0.04% | 406 |
|
2023
Q1 | $504K | Sell |
40,230
-20,647
| -34% | -$259K | 0.06% | 306 |
|
2022
Q4 | $1.06M | Sell |
60,877
-17,032
| -22% | -$297K | 0.13% | 165 |
|
2022
Q3 | $1.25M | Buy |
77,909
+8,991
| +13% | +$144K | 0.17% | 142 |
|
2022
Q2 | $1.19M | Buy |
68,918
+17,263
| +33% | +$297K | 0.15% | 153 |
|
2022
Q1 | $1.16M | Buy |
51,655
+18,990
| +58% | +$425K | 0.13% | 173 |
|
2021
Q4 | $756K | Buy |
+32,665
| New | +$756K | 0.09% | 217 |
|