WealthPLAN Partners’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 |
-85
| Closed | -$783 | – | 742 |
|
|
2023
Q2 | $783 | Buy |
85
+2
| +2% | +$18 | ﹤0.01% | 1153 |
|
|
2023
Q1 | $1.04K | Buy |
+83
| New | +$1.04K | ﹤0.01% | 1199 |
|
|
2016
Q3 | – | Sell |
-917
| Closed | -$10 | – | 1019 |
|
|
2016
Q2 | $10 | Buy |
+917
| New | +$10 | ﹤0.01% | 2533 |
|