Wealthspire Advisors (New York)’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-36,214
| Closed | -$724K | – | 525 |
|
|
2021
Q1 | $724K | Sell |
36,214
-203
| -0.6% | -$4.06K | 0.02% | 316 |
|
|
2020
Q4 | $598K | Buy |
36,417
+14,289
| +65% | +$235K | 0.02% | 274 |
|
|
2020
Q3 | $264K | Buy |
22,128
+3,948
| +22% | +$47.1K | 0.02% | 245 |
|
|
2020
Q2 | $221K | Sell |
18,180
-2,405
| -12% | -$29.2K | 0.02% | 245 |
|
|
2020
Q1 | $213K | Buy |
20,585
+7,944
| +63% | +$82.2K | 0.01% | 475 |
|
|
2019
Q4 | $256K | Buy |
12,641
+1,082
| +9% | +$21.9K | 0.02% | 169 |
|
|
2019
Q3 | $206K | Buy |
+11,559
| New | +$206K | 0.02% | 157 |
|
|
2019
Q1 | – | Sell |
-457
| Closed | -$7K | – | 445 |
|
|
2018
Q4 | $7K | Buy |
+457
| New | +$7K | ﹤0.01% | 585 |
|