YorkBridge Wealth Partners’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-780
| Closed | -$14K | – | 436 |
|
|
2019
Q2 | $14K | Hold |
780
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $12K | Hold |
780
| – | – | 0.01% | 551 |
|
|
2018
Q4 | $12K | Hold |
780
| – | – | 0.01% | 547 |
|
|
2018
Q3 | $16K | Sell |
780
-3,346
| -81% | -$68.6K | 0.01% | 562 |
|
|
2018
Q2 | $81K | Hold |
4,126
| – | – | 0.04% | 315 |
|
|
2018
Q1 | $82K | Sell |
4,126
-186
| -4% | -$3.7K | 0.04% | 317 |
|
|
2017
Q4 | $89K | Buy |
4,312
+2,301
| +114% | +$47.5K | 0.04% | 308 |
|
|
2017
Q3 | $38K | Hold |
2,011
| – | – | 0.02% | 412 |
|
|
2017
Q2 | $38K | Buy |
2,011
+680
| +51% | +$12.8K | 0.02% | 404 |
|
|
2017
Q1 | $25K | Buy |
1,331
+500
| +60% | +$9.39K | 0.01% | 454 |
|
|
2016
Q4 | $14K | Buy |
+831
| New | +$14K | 0.01% | 518 |
|