WWM
Western Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73,271
| Closed | -$1.23M | – | 709 |
|
|
2024
Q3 | $1.23M | Buy |
+73,271
| New | +$1.23M | 0.07% | 274 |
|
|
2024
Q1 | – | Sell |
-84,070
| Closed | -$1.21M | – | 684 |
|
|
2023
Q4 | $1.21M | Sell |
84,070
-3,459
| -4% | -$49.8K | 0.09% | 242 |
|
|
2023
Q3 | $942K | Buy |
87,529
+15,143
| +21% | +$163K | 0.08% | 261 |
|
|
2023
Q2 | $669K | Buy |
72,386
+11,145
| +18% | +$103K | 0.06% | 316 |
|
|
2023
Q1 | $767K | Buy |
61,241
+19,541
| +47% | +$245K | 0.07% | 277 |
|
|
2022
Q4 | $726K | Sell |
41,700
-16,702
| -29% | -$291K | 0.07% | 281 |
|
|
2022
Q3 | $1.01M | Buy |
58,402
+2,253
| +4% | +$38.8K | 0.06% | 306 |
|
|
2022
Q2 | $974K | Buy |
56,149
+3,734
| +7% | +$64.8K | 0.06% | 308 |
|
|
2022
Q1 | $1.17M | Buy |
52,415
+40,633
| +345% | +$910K | 0.06% | 310 |
|
|
2021
Q4 | $274K | Buy |
+11,782
| New | +$274K | 0.03% | 499 |
|
|
2021
Q2 | $993K | Buy |
+47,708
| New | +$993K | 0.1% | 208 |
|
|
2021
Q1 | – | Sell |
-13,245
| Closed | -$217K | – | 531 |
|
|
2020
Q4 | $217K | Sell |
13,245
-3,545
| -21% | -$58.1K | 0.03% | 428 |
|
|
2020
Q3 | $200K | Sell |
16,790
-132
| -0.8% | -$1.57K | 0.03% | 417 |
|
|
2020
Q2 | $206K | Sell |
16,922
-685
| -4% | -$8.34K | 0.04% | 390 |
|
|
2020
Q1 | $182K | Buy |
17,607
+4,503
| +34% | +$46.5K | 0.04% | 350 |
|
|
2019
Q4 | $265K | Buy |
13,104
+139
| +1% | +$2.81K | 0.04% | 336 |
|
|
2019
Q3 | $232K | Hold |
12,965
| – | – | 0.05% | 349 |
|
|
2019
Q2 | $232K | Sell |
12,965
-534
| -4% | -$9.56K | 0.03% | 355 |
|
|
2019
Q1 | $213K | Hold |
13,499
| – | – | 0.05% | 355 |
|
|
2018
Q4 | $198K | Buy |
+13,499
| New | +$198K | 0.05% | 330 |
|