Key shares owned by Octavia Wealth Advisors
Historical chart of Octavia Wealth Advisors investment in Key
Tip: Access up to 7 years of quarterly data
All positions including Key held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Key by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $761k | 48k | 15.81 |
| 2023-12-31 | $718k | 50k | 14.40 |
| 2023-09-30 | $657k | 61k | 10.76 |
| 2023-06-30 | $538k | 58k | 9.24 |
| 2023-03-31 | $775k | 62k | 12.52 |
| 2022-12-31 | $1.0M | 60k | 17.42 |
| 2022-09-30 | $949k | 59k | 16.02 |
| 2022-06-30 | $966k | 56k | 17.22 |
| 2022-03-31 | $1.1M | 48k | 22.39 |
| 2021-12-31 | $859k | 37k | 23.14 |
| 2021-09-30 | $278k | 13k | 21.60 |