EWM
Evercore Wealth Management’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$11K | – | 587 |
|
|
2017
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 799 |
|
|
2017
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 773 |
|
|
2017
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 806 |
|
|
2017
Q1 | $13K | Sell |
600
-103
| -15% | -$2.23K | ﹤0.01% | 805 |
|
|
2016
Q4 | $18K | Sell |
703
-914
| -57% | -$23.4K | ﹤0.01% | 761 |
|
|
2016
Q3 | $47K | Sell |
1,617
-565
| -26% | -$16.4K | ﹤0.01% | 610 |
|
|
2016
Q2 | $68K | Buy |
2,182
+152
| +7% | +$4.74K | ﹤0.01% | 522 |
|
|
2016
Q1 | $59K | Hold |
2,030
| – | – | ﹤0.01% | 538 |
|
|
2015
Q4 | $54K | Buy |
2,030
+1,930
| +1,930% | +$51.3K | ﹤0.01% | 578 |
|
|
2015
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 927 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1033 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 952 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 825 |
|
|
2014
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 914 |
|
|
2014
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 977 |
|
|
2013
Q4 | – | Sell |
-160
| Closed | -$3K | – | 928 |
|
|
2013
Q3 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 933 |
|