INSTITUTE FOR WEALTH MANAGEMENT, LLC. – KeyCorp Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$471,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-7.02%
quarter
KeyCorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -35K | $16.02 | 29.37K | |
| Q2 2022 | share | Increase | +2.50% | 715 shares | -135K | $17.23 | 29.37K |
| Q1 2022 | share | 0.00% | 0 shares | -22K | $22.38 | 28.65K | |
| Q4 2021 | share | 0.00% | 0 shares | 43K | $23.19 | 28.65K | |
| Q3 2021 | share | Decrease | -1.71% | -500 shares | 18K | $21.44 | 28.65K |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $20.29 | 29.15K | |
| Q1 2021 | share | Decrease | -1.07% | -316 shares | 99K | $19.47 | 29.15K |
| Q4 2020 | share | Increase | +6.61% | 1.82K shares | 154K | $15.85 | 29.47K |
| Q3 2020 | share | Increase | +0.23% | 64 shares | -6K | $11.39 | 27.64K |
| Q2 2020 | share | Increase | +2.52% | 679 shares | 57K | $11.46 | 27.58K |
| Q1 2020 | share | Increase | +2.55% | 670 shares | -252K | $9.6 | 26.90K |
| Q4 2019 | share | 0.00% | 0 shares | 63K | $18.54 | 26.23K | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $16.19 | 26.23K | |
| Q2 2019 | share | Decrease | -2.00% | -536 shares | 44K | $15.92 | 26.23K |
| Q1 2019 | share | Increase | 0.00% | 26.76K shares | 422K | $13.98 | 26.76K |
| Q4 2018 | share | Decrease | -100.00% | -27.08K shares | -548K | $12.99 | 0 |
| Q3 2018 | share | Decrease | -0.28% | -75 shares | 16K | $17.33 | 27.08K |
| Q2 2018 | share | Increase | +0.18% | 50 shares | -7K | $16.89 | 27.15K |
| Q1 2018 | share | Decrease | -0.86% | -234 shares | -12K | $16.79 | 27.10K |
| Q4 2017 | share | Decrease | -7.65% | -2.26K shares | -10K | $17.24 | 27.34K |
| Q3 2017 | share | Increase | +0.95% | 280 shares | 11K | $15.99 | 29.60K |
| Q2 2017 | share | Increase | 0.00% | 29.32K shares | 550K | $15.84 | 29.32K |