Wealthspire Advisors (Maryland)’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $265K | Buy |
+22,228
| New | +$265K | 0.01% | 368 |
|
|
2019
Q2 | – | Sell |
-4,911
| Closed | -$77K | – | 1286 |
|
|
2019
Q1 | $77K | Sell |
4,911
-66
| -1% | -$1.04K | 0.01% | 732 |
|
|
2018
Q4 | $74K | Sell |
4,977
-594
| -11% | -$8.83K | 0.01% | 708 |
|
|
2018
Q3 | $111K | Buy |
5,571
+440
| +9% | +$8.77K | 0.01% | 640 |
|
|
2018
Q2 | $100K | Buy |
5,131
+162
| +3% | +$3.16K | 0.01% | 706 |
|
|
2018
Q1 | $97K | Sell |
4,969
-127
| -2% | -$2.48K | 0.01% | 728 |
|
|
2017
Q4 | $103K | Buy |
5,096
+1,241
| +32% | +$25.1K | 0.01% | 705 |
|
|
2017
Q3 | $73K | Buy |
3,855
+184
| +5% | +$3.48K | 0.01% | 829 |
|
|
2017
Q2 | $69K | Buy |
3,671
+107
| +3% | +$2.01K | 0.01% | 831 |
|
|
2017
Q1 | $63K | Buy |
3,564
+727
| +26% | +$12.9K | 0.01% | 742 |
|
|
2016
Q4 | $52K | Buy |
2,837
+235
| +9% | +$4.31K | 0.01% | 757 |
|
|
2016
Q3 | $32K | Sell |
2,602
-21
| -0.8% | -$258 | 0.01% | 910 |
|
|
2016
Q2 | $29K | Buy |
2,623
+44
| +2% | +$486 | ﹤0.01% | 879 |
|
|
2016
Q1 | $28K | Buy |
2,579
+494
| +24% | +$5.36K | ﹤0.01% | 855 |
|
|
2015
Q4 | $28K | Buy |
+2,085
| New | +$28K | 0.01% | 869 |
|