Capital Impact Advisors’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,367
| Closed | -$262K | – | 208 |
|
2022
Q4 | $262K | Hold |
12,367
| – | – | 0.26% | 162 |
|
2022
Q3 | $228K | Sell |
12,367
-4,112
| -25% | -$75.8K | 0.23% | 167 |
|
2022
Q2 | $326K | Sell |
16,479
-1,628
| -9% | -$32.2K | 0.3% | 145 |
|
2022
Q1 | $447K | Sell |
18,107
-56,802
| -76% | -$1.4M | 0.33% | 143 |
|
2021
Q4 | $1.85M | Sell |
74,909
-31,815
| -30% | -$784K | 1.27% | 27 |
|
2021
Q3 | $2.22M | Hold |
106,724
| – | – | 0.88% | 49 |
|
2021
Q2 | $2.23M | Hold |
106,724
| – | – | 0.72% | 62 |
|
2021
Q1 | $2M | Buy |
+106,724
| New | +$2M | 0.7% | 59 |
|