AWAG
ARS Wealth Advisors Group’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,439
| Closed | -$242K | – | 175 |
|
|
2024
Q2 | $242K | Sell |
12,439
-503,275
| -98% | -$9.79M | 0.03% | 144 |
|
|
2024
Q1 | $10.1M | Buy |
515,714
+51,499
| +11% | +$1.01M | 1.36% | 25 |
|
|
2023
Q4 | $9.89M | Buy |
464,215
+13,084
| +3% | +$279K | 1.47% | 24 |
|
|
2023
Q3 | $7.94M | Buy |
451,131
+4,025
| +0.9% | +$70.8K | 1.3% | 29 |
|
|
2023
Q2 | $8.82M | Sell |
447,106
-30,043
| -6% | -$592K | 1.4% | 28 |
|
|
2023
Q1 | $9.32M | Sell |
477,149
-13,291
| -3% | -$260K | 1.72% | 22 |
|
|
2022
Q4 | $10.4M | Sell |
490,440
-31,225
| -6% | -$661K | 1.71% | 21 |
|
|
2022
Q3 | $9.6M | Buy |
521,665
+6,796
| +1% | +$125K | 1.47% | 24 |
|
|
2022
Q2 | $10.2M | Sell |
514,869
-13,920
| -3% | -$275K | 1.4% | 25 |
|
|
2022
Q1 | $13.1M | Sell |
528,789
-2,308
| -0.4% | -$57K | 2.28% | 15 |
|
|
2021
Q4 | $13.1M | Sell |
531,097
-18,775
| -3% | -$463K | 2.2% | 13 |
|
|
2021
Q3 | $11.4M | Buy |
+549,872
| New | +$11.4M | 2.07% | 15 |
|