Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-34,122
Closed -$315K 439
2023
Q2
$315K Sell
34,122
-9,378
-22% -$97.9K 0.01% 680
2023
Q1
$545K Sell
43,500
-4,962
-10% -$83.8K 0.01% 505
2022
Q4
$844K Buy
48,462
+16,618
+52% +$292K 0.02% 407
2022
Q3
$510K Sell
31,844
-4,571
-13% -$81.8K 0.01% 487
2022
Q2
$627K Sell
36,415
-4,902
-12% -$94.8K 0.01% 481
2022
Q1
$925K Buy
41,317
+739
+2% +$18.4K 0.01% 416
2021
Q4
$939K Buy
40,578
+826
+2% +$19.2K 0.01% 413
2021
Q3
$859K Buy
39,752
+8,762
+28% +$177K 0.01% 421
2021
Q2
$640K Buy
30,990
+90
+0.3% +$1.95K 0.01% 483
2021
Q1
$617K Buy
30,900
+286
+0.9% +$5.52K 0.01% 468
2020
Q4
$502K Buy
30,614
+34
+0.1% +$495 0.01% 495
2020
Q3
$365K Sell
30,580
-2,007
-6% -$24.5K 0.01% 535
2020
Q2
$397K Sell
32,587
-1,633
-5% -$19K 0.01% 523
2020
Q1
$355K Sell
34,220
-2,617
-7% -$43.5K 0.01% 519
2019
Q4
$746K Buy
36,837
+665
+2% +$12.5K 0.01% 429
2019
Q3
$645K Buy
36,172
+3,248
+10% +$56.2K 0.01% 449
2019
Q2
$584K Sell
32,924
-145
-0.4% -$2.45K 0.01% 465
2019
Q1
$521K Buy
33,069
+774
+2% +$12.9K 0.01% 495
2018
Q4
$477K Buy
32,295
+1,053
+3% +$18.5K 0.01% 477
2018
Q3
$621K Buy
31,242
+1,428
+5% +$29.7K 0.01% 449
2018
Q2
$583K Sell
29,814
-2,713
-8% -$54.2K 0.01% 465
2018
Q1
$636K Sell
32,527
-2,317
-7% -$48.6K 0.01% 431
2017
Q4
$703K Sell
34,844
-391
-1% -$7.37K 0.02% 409
2017
Q3
$663K Sell
35,235
-693
-2% -$12.5K 0.02% 438
2017
Q2
$673K Sell
35,928
-5,101
-12% -$92.3K 0.02% 442
2017
Q1
$729K Buy
41,029
+4,582
+13% +$83.9K 0.02% 397
2016
Q4
$666K Buy
36,447
+2,947
+9% +$46.5K 0.02% 401
2016
Q3
$408K Buy
33,500
+13,838
+70% +$166K 0.01% 514
2016
Q2
$217K Buy
19,662
+1,932
+11% +$23K 0.01% 652
2016
Q1
$196K Sell
17,730
-112
-0.6% -$1.25K 0.01% 668
2015
Q4
$235K Sell
17,842
-859
-5% -$11.3K 0.01% 649
2015
Q3
$243K Buy
18,701
+408
+2% +$5.79K 0.01% 617
2015
Q2
$275K Sell
18,293
-2,850
-13% -$42K 0.01% 621
2015
Q1
$299K Buy
21,143
+583
+3% +$8.01K 0.01% 750
2014
Q4
$286K Buy
20,560
+886
+5% +$11.8K 0.01% 764
2014
Q3
$262K Buy
19,674
+1,299
+7% +$17.8K 0.01% 813
2014
Q2
$263K Sell
18,375
-642
-3% -$8.87K 0.01% 798
2014
Q1
$271K Hold
19,017
0.01% 764
2013
Q4
$255K Sell
19,017
-802
-4% -$10.2K 0.01% 771
2013
Q3
$226K Sell
19,819
-37
-0.2% -$442 0.01% 820
2013
Q2
$219K Buy
+19,856
New +$204K 0.01% 841

Other funds holding KEY