GCA
Gideon Capital Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-19,703
| Closed | -$364K | – | 345 |
|
|
2019
Q2 | $364K | Buy |
+19,703
| New | +$364K | 0.13% | 205 |
|
|
2018
Q3 | – | Sell |
-18,276
| Closed | -$311K | – | 418 |
|
|
2018
Q2 | $311K | Buy |
+18,276
| New | +$311K | 0.16% | 249 |
|
|
2018
Q1 | – | Sell |
-60,895
| Closed | -$1.11M | – | 407 |
|
|
2017
Q4 | $1.11M | Buy |
+60,895
| New | +$1.11M | 0.97% | 8 |
|
|
2017
Q3 | – | Sell |
-36,786
| Closed | -$675K | – | 321 |
|
|
2017
Q2 | $675K | Sell |
36,786
-17,248
| -32% | -$316K | 0.74% | 20 |
|
|
2017
Q1 | $1.19M | Buy |
54,034
+10,311
| +24% | +$228K | 0.71% | 9 |
|
|
2016
Q4 | $1.1M | Buy |
43,723
+4,583
| +12% | +$115K | 0.7% | 4 |
|
|
2016
Q3 | $1.13M | Buy |
+39,140
| New | +$1.13M | 0.68% | 48 |
|
|
2016
Q1 | – | Sell |
-14,397
| Closed | -$381K | – | 189 |
|
|
2015
Q4 | $381K | Buy |
+14,397
| New | +$381K | 0.28% | 126 |
|
|
2015
Q3 | – | Sell |
-18,991
| Closed | -$428K | – | 276 |
|
|
2015
Q2 | $428K | Sell |
18,991
-36,125
| -66% | -$814K | 0.18% | 149 |
|
|
2015
Q1 | $1.48M | Sell |
55,116
-31,003
| -36% | -$833K | 0.6% | 65 |
|
|
2014
Q4 | $2.17M | Buy |
86,119
+49,591
| +136% | +$1.25M | 1.02% | 22 |
|
|
2014
Q3 | $800K | Sell |
36,528
-60,850
| -62% | -$1.33M | 0.31% | 109 |
|
|
2014
Q2 | $2.24M | Buy |
97,378
+39,836
| +69% | +$916K | 0.81% | 34 |
|
|
2014
Q1 | $1.26M | Sell |
57,542
-37,264
| -39% | -$815K | 0.7% | 47 |
|
|
2013
Q4 | $1.87M | Buy |
+94,806
| New | +$1.87M | 1.11% | 15 |
|