9258 Wealth Management’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-98,472
| Closed | -$1.73M | – | 328 |
|
2023
Q3 | $1.73M | Hold |
98,472
| – | – | 0.34% | 63 |
|
2023
Q2 | $1.94M | Hold |
98,472
| – | – | 0.37% | 60 |
|
2023
Q1 | $1.92M | Hold |
98,472
| – | – | 0.39% | 57 |
|
2022
Q4 | $2.09M | Hold |
98,472
| – | – | 0.45% | 51 |
|
2022
Q3 | $1.81M | Buy |
+98,472
| New | +$1.81M | 0.46% | 50 |
|