AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-57,555
| Closed | -$557K | – | 1297 |
|
|
2020
Q1 | $557K | Sell |
57,555
-24,568
| -30% | -$238K | 0.01% | 644 |
|
|
2019
Q4 | $1.7M | Buy |
82,123
+11,554
| +16% | +$239K | 0.04% | 383 |
|
|
2019
Q3 | $1.47M | Buy |
70,569
+7,217
| +11% | +$151K | 0.04% | 343 |
|
|
2019
Q2 | $1.17M | Buy |
+63,352
| New | +$1.17M | 0.04% | 359 |
|