WWM
Willingdon Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $29K | Hold |
2,801
| – | – | 0.01% | 163 |
|
|
2019
Q4 | $57K | Sell |
2,801
-2,004
| -42% | -$40.8K | 0.01% | 166 |
|
|
2019
Q3 | $86K | Sell |
4,805
-1,873
| -28% | -$33.5K | 0.02% | 152 |
|
|
2019
Q2 | $119K | Hold |
6,678
| – | – | 0.03% | 142 |
|
|
2019
Q1 | $105K | Sell |
6,678
-83
| -1% | -$1.31K | 0.03% | 147 |
|
|
2018
Q4 | $100K | Sell |
6,761
-106,367
| -94% | -$1.57M | 0.03% | 151 |
|
|
2018
Q3 | $2.25M | Buy |
113,128
+2,525
| +2% | +$50.2K | 0.61% | 69 |
|
|
2018
Q2 | $2.16M | Buy |
110,603
+5,407
| +5% | +$106K | 0.66% | 66 |
|
|
2018
Q1 | $2.06M | Buy |
105,196
+33,043
| +46% | +$646K | 0.65% | 65 |
|
|
2017
Q4 | $1.46M | Buy |
72,153
+9,151
| +15% | +$185K | 0.48% | 79 |
|
|
2017
Q3 | $1.19M | Buy |
63,002
+366
| +0.6% | +$6.89K | 0.43% | 78 |
|
|
2017
Q2 | $1.17M | Buy |
62,636
+9,709
| +18% | +$182K | 0.47% | 92 |
|
|
2017
Q1 | $941K | Buy |
52,927
+8,298
| +19% | +$148K | 0.38% | 91 |
|
|
2016
Q4 | $815K | Buy |
+44,629
| New | +$815K | 0.38% | 88 |
|
|
2016
Q1 | – | Sell |
-10,500
| Closed | -$138K | – | 109 |
|
|
2015
Q4 | $138K | Buy |
+10,500
| New | +$138K | 0.13% | 81 |
|