IWA
IBEX Wealth Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
13,521
+408
| +3% | +$8.58K | 0.03% | 173 |
|
|
2025
Q1 | $279K | Buy |
13,113
+1,236
| +10% | +$26.3K | 0.04% | 117 |
|
|
2024
Q4 | $278K | Sell |
11,877
-205
| -2% | -$4.8K | 0.03% | 186 |
|
|
2024
Q3 | $10.7M | Buy |
12,082
+6,911
| +134% | +$6.12M | 2.93% | 8 |
|
|
2024
Q2 | $101K | Buy |
+5,171
| New | +$101K | 0.02% | 147 |
|
|
2022
Q2 | – | Sell |
-8,634
| Closed | -$213K | – | 170 |
|
|
2022
Q1 | $213K | Buy |
8,634
+322
| +4% | +$7.94K | 0.04% | 157 |
|
|
2021
Q4 | $205K | Hold |
8,312
| – | – | 0.04% | 179 |
|
|
2021
Q3 | $172K | Buy |
+8,312
| New | +$172K | 0.03% | 190 |
|
|
2018
Q4 | – | Sell |
-33,901
| Closed | -$553K | – | 90 |
|
|
2018
Q3 | $553K | Buy |
+33,901
| New | +$553K | 0.2% | 86 |
|