Waverly Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,947
| Closed | -$38K | – | 271 |
|
|
2015
Q3 | $38K | Buy |
2,947
+1,947
| +195% | +$25.1K | 0.03% | 172 |
|
|
2015
Q2 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 240 |
|
|
2014
Q4 | – | Sell |
-504
| Closed | -$7K | – | 552 |
|
|
2014
Q3 | $7K | Hold |
504
| – | – | ﹤0.01% | 562 |
|
|
2014
Q2 | $7K | Hold |
504
| – | – | ﹤0.01% | 523 |
|
|
2014
Q1 | $7K | Sell |
504
-1,000
| -66% | -$13.9K | ﹤0.01% | 489 |
|
|
2013
Q4 | $20K | Buy |
1,504
+504
| +50% | +$6.7K | 0.01% | 455 |
|
|
2013
Q3 | $11K | Buy |
+1,000
| New | +$11K | 0.01% | 430 |
|