Winthrop Partners - WNY’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $711K | Sell |
39,863
-2,306
| -5% | -$41.1K | 0.48% | 59 |
|
2019
Q2 | $748K | Sell |
42,169
-1,213
| -3% | -$21.5K | 0.56% | 56 |
|
2019
Q1 | $709K | Sell |
43,382
-18,888
| -30% | -$309K | 0.55% | 59 |
|
2018
Q4 | $920K | Sell |
62,270
-4,018
| -6% | -$59.4K | 0.86% | 36 |
|
2018
Q3 | $1.32M | Sell |
66,288
-9,003
| -12% | -$179K | 1.07% | 32 |
|
2018
Q2 | $1.47M | Sell |
75,291
-10,150
| -12% | -$198K | 1.22% | 28 |
|
2018
Q1 | $1.64M | Sell |
85,441
-415
| -0.5% | -$7.96K | 1.26% | 22 |
|
2017
Q4 | $1.9M | Buy |
+85,856
| New | +$1.9M | 1.55% | 21 |
|