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