Waldron Private Wealth’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,353
| Closed | -$294K | – | 435 |
|
|
2022
Q4 | $294K | Hold |
18,353
| – | – | 0.02% | 305 |
|
|
2022
Q3 | $294K | Buy |
18,353
+681
| +4% | +$10.9K | 0.02% | 307 |
|
|
2022
Q2 | $304K | Sell |
17,672
-152
| -0.9% | -$2.62K | 0.02% | 300 |
|
|
2022
Q1 | $398K | Buy |
17,824
+108
| +0.6% | +$2.41K | 0.02% | 276 |
|
|
2021
Q4 | $409K | Hold |
17,716
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $383K | Buy |
17,716
+70
| +0.4% | +$1.51K | 0.02% | 249 |
|
|
2021
Q2 | $364K | Sell |
17,646
-20,000
| -53% | -$413K | 0.02% | 241 |
|
|
2021
Q1 | $752K | Hold |
37,646
| – | – | 0.05% | 151 |
|
|
2020
Q4 | $617K | Hold |
37,646
| – | – | 0.05% | 164 |
|
|
2020
Q3 | $449K | Buy |
37,646
+864
| +2% | +$10.3K | 0.04% | 172 |
|
|
2020
Q2 | $448K | Sell |
36,782
-1,867
| -5% | -$22.7K | 0.04% | 162 |
|
|
2020
Q1 | $400K | Buy |
38,649
+123
| +0.3% | +$1.27K | 0.04% | 160 |
|
|
2019
Q4 | $779K | Hold |
38,526
| – | – | 0.07% | 130 |
|
|
2019
Q3 | $687K | Hold |
38,526
| – | – | 0.07% | 131 |
|
|
2019
Q2 | $683K | Hold |
38,526
| – | – | 0.07% | 112 |
|
|
2019
Q1 | $606K | Buy |
+38,526
| New | +$606K | 0.07% | 129 |
|