BerganKDV 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 |
-668
| Closed | -$6K | – | 1026 |
|
|
2020
Q1 | $6K | Buy |
668
+9
| +1% | +$81 | ﹤0.01% | 559 |
|
|
2019
Q4 | $14K | Buy |
659
+9
| +1% | +$191 | ﹤0.01% | 492 |
|
|
2019
Q3 | $14K | Buy |
+650
| New | +$14K | ﹤0.01% | 472 |
|
|
2019
Q2 | – | Hold |
0
| – | -$12K | – | 494 |
|
|
2019
Q1 | – | Hold |
0
| – | -$9K | – | 504 |
|
|
2018
Q4 | – | Hold |
0
| – | -$10K | – | 494 |
|
|
2018
Q3 | – | Hold |
0
| – | -$10K | – | 491 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 504 |
|