Diversified Trust’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,926
| Closed | -$303K | – | 987 |
|
|
2024
Q4 | $303K | Buy |
+12,926
| New | +$303K | 0.01% | 740 |
|
|
2024
Q1 | – | Sell |
-24,026
| Closed | -$512K | – | 886 |
|
|
2023
Q4 | $512K | Buy |
+24,026
| New | +$512K | 0.02% | 495 |
|
|
2023
Q2 | – | Sell |
-38,730
| Closed | -$756K | – | 872 |
|
|
2023
Q1 | $756K | Buy |
+38,730
| New | +$756K | 0.03% | 324 |
|