Glassman Wealth Services’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-624
| Closed | -$13.3K | – | 1037 |
|
|
2023
Q4 | $13.3K | Sell |
624
-104
| -14% | -$1.96K | ﹤0.01% | 802 |
|
|
2023
Q3 | $12.8K | Hold |
728
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $14.4K | Buy |
728
+32
| +5% | +$603 | ﹤0.01% | 711 |
|
|
2023
Q1 | $13.6K | Sell |
696
-53
| -7% | -$1.09K | ﹤0.01% | 726 |
|
|
2022
Q4 | $15.9K | Sell |
749
-60
| -7% | -$1.26K | ﹤0.01% | 717 |
|
|
2022
Q3 | $15K | Sell |
809
-158
| -16% | -$3.33K | ﹤0.01% | 691 |
|
|
2022
Q2 | $19K | Sell |
967
-303
| -24% | -$6.96K | ﹤0.01% | 640 |
|
|
2022
Q1 | $31K | Buy |
1,270
+27
| +2% | +$652 | 0.01% | 515 |
|
|
2021
Q4 | $31K | Buy |
1,243
+96
| +8% | +$2.22K | 0.01% | 494 |
|
|
2021
Q3 | $24K | Buy |
1,147
+1,064
| +1,282% | +$22.7K | 0.01% | 538 |
|
|
2021
Q2 | $2K | Buy |
83
+16
| +24% | +$332 | ﹤0.01% | 1152 |
|
|
2021
Q1 | $1K | Buy |
67
+15
| +29% | +$265 | ﹤0.01% | 1274 |
|
|
2020
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 1230 |
|
|
2020
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q2 | $1K | Sell |
52
-64
| -55% | -$712 | ﹤0.01% | 1051 |
|
|
2020
Q1 | $1K | Buy |
116
+25
| +27% | +$429 | ﹤0.01% | 909 |
|
|
2019
Q4 | $2K | Hold |
91
| – | – | ﹤0.01% | 768 |
|
|
2019
Q3 | $2K | Buy |
91
+11
| +14% | +$209 | ﹤0.01% | 707 |
|
|
2019
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 875 |
|
|
2019
Q1 | $1K | Buy |
80
+66
| +471% | +$1.13K | ﹤0.01% | 830 |
|
|
2018
Q4 | $0 | Sell |
14
-29
| -67% | -$455 | ﹤0.01% | 875 |
|
|
2018
Q3 | $1K | Buy |
43
+29
| +207% | +$487 | ﹤0.01% | 697 |
|
|
2018
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 873 |
|
|
2018
Q1 | $0 | Sell |
14
-82
| -85% | -$1.26K | ﹤0.01% | 827 |
|
|
2017
Q4 | $2K | Buy |
+96
| New | +$1.8K | ﹤0.01% | 501 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | – | – | 609 |
|
|
2017
Q1 | $0 | Buy |
21
+5
| +31% | +$120 | ﹤0.01% | 640 |
|
|
2016
Q4 | $0 | Buy |
16
+3
| +23% | +$79 | ﹤0.01% | 675 |
|
|
2016
Q3 | $0 | Buy |
+13
| New | +$396 | ﹤0.01% | 541 |
|
Other funds holding KIM
AAMU
CIM
