Independent Order of Foresters’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-20,735
| Closed | -$299K | – | 56 |
|
|
2018
Q1 | $299K | Hold |
20,735
| – | – | 0.28% | 64 |
|
|
2017
Q4 | $376K | Sell |
20,735
-4,702
| -18% | -$85.3K | 0.33% | 58 |
|
|
2017
Q3 | $497K | Hold |
25,437
| – | – | 0.41% | 52 |
|
|
2017
Q2 | $467K | Hold |
25,437
| – | – | 0.39% | 53 |
|
|
2017
Q1 | $562K | Hold |
25,437
| – | – | 0.48% | 47 |
|
|
2016
Q4 | $640K | Sell |
25,437
-940
| -4% | -$23.7K | 0.54% | 46 |
|
|
2016
Q3 | $763K | Sell |
26,377
-6,900
| -21% | -$200K | 0.63% | 38 |
|
|
2016
Q2 | $1.04M | Sell |
33,277
-6,000
| -15% | -$188K | 0.77% | 34 |
|
|
2016
Q1 | $1.13M | Sell |
39,277
-18,000
| -31% | -$518K | 0.86% | 30 |
|
|
2015
Q4 | $1.52M | Sell |
57,277
-24,800
| -30% | -$656K | 1.19% | 26 |
|
|
2015
Q3 | $2.01M | Hold |
82,077
| – | – | 1.71% | 19 |
|
|
2015
Q2 | $1.85M | Buy |
82,077
+2,200
| +3% | +$49.6K | 1.76% | 17 |
|
|
2015
Q1 | $2.15M | Hold |
79,877
| – | – | 2% | 14 |
|
|
2014
Q4 | $2.01M | Hold |
79,877
| – | – | 2.08% | 14 |
|
|
2014
Q3 | $1.75M | Buy |
79,877
+28,500
| +55% | +$624K | 1.75% | 15 |
|
|
2014
Q2 | $1.18M | Hold |
51,377
| – | – | 1.06% | 19 |
|
|
2014
Q1 | $1.12M | Hold |
51,377
| – | – | 1.04% | 25 |
|
|
2013
Q4 | $1.02M | Hold |
51,377
| – | – | 1.01% | 23 |
|
|
2013
Q3 | $1.04M | Hold |
51,377
| – | – | 1.02% | 22 |
|
|
2013
Q2 | $1.1M | Buy |
+51,377
| New | +$1.1M | 1.11% | 20 |
|