Independent Advisor Alliance’s Kimco Realty KIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26,637	Closed	-$520K	–	689
2023 Q1	$520K	Sell	26,637 -2,032	-7%	-$41.8K	0.03%	421
2022 Q4	$607	Buy	28,669 +428	+2%	+$9K	﹤0.01%	334
2022 Q3	$520K	Buy	28,241 +6	+0%	+$127	0.03%	361
2022 Q2	$558K	Sell	28,235 -361	-1%	-$8.29K	0.03%	351
2022 Q1	$706K	Buy	28,596 +561	+2%	+$13.5K	0.03%	329
2021 Q4	$691K	Buy	28,035 +1,963	+8%	+$45.4K	0.03%	328
2021 Q3	$541K	Buy	+26,072	New	+$557K	0.03%	359
2019 Q2	–	Sell	-22,003	Closed	-$407K	–	453
2019 Q1	$407K	Sell	22,003 -398	-2%	-$6.83K	0.06%	258
2018 Q4	$328K	Buy	22,401 +1,330	+6%	+$20.9K	0.06%	276
2018 Q3	$344K	Buy	+21,071	New	+$354K	0.06%	242