J.P. Morgan Private Wealth Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.02M | Sell |
57,731
-9,355
| -14% | -$165K | ﹤0.01% | 964 |
|
|
2023
Q2 | $1.32M | Buy |
67,086
+1,135
| +2% | +$22.4K | 0.01% | 687 |
|
|
2023
Q1 | $1.29M | Buy |
65,951
+1,608
| +2% | +$31.4K | ﹤0.01% | 1050 |
|
|
2022
Q4 | $1.36M | Sell |
64,343
-2,187
| -3% | -$46.3K | ﹤0.01% | 1002 |
|
|
2022
Q3 | $1.23M | Buy |
66,530
+5,179
| +8% | +$95.4K | ﹤0.01% | 1045 |
|
|
2022
Q2 | $1.21M | Buy |
61,351
+329
| +0.5% | +$6.51K | ﹤0.01% | 1035 |
|
|
2022
Q1 | $1.51M | Sell |
61,022
-255,258
| -81% | -$6.3M | ﹤0.01% | 1022 |
|
|
2021
Q4 | $7.8M | Buy |
316,280
+36,452
| +13% | +$899K | 0.02% | 499 |
|
|
2021
Q3 | $5.81M | Buy |
279,828
+28,767
| +11% | +$597K | 0.01% | 558 |
|
|
2021
Q2 | $5.24M | Buy |
251,061
+59,896
| +31% | +$1.25M | 0.01% | 584 |
|
|
2021
Q1 | $3.58M | Buy |
191,165
+167,572
| +710% | +$3.14M | 0.01% | 591 |
|
|
2020
Q4 | $354K | Sell |
23,593
-6,019
| -20% | -$90.3K | ﹤0.01% | 1430 |
|
|
2020
Q3 | $333K | Sell |
29,612
-19,803
| -40% | -$223K | ﹤0.01% | 1317 |
|
|
2020
Q2 | $634K | Buy |
49,415
+13,911
| +39% | +$178K | ﹤0.01% | 984 |
|
|
2020
Q1 | $343K | Sell |
35,504
-10,295
| -22% | -$99.5K | ﹤0.01% | 1083 |
|
|
2019
Q4 | $949K | Sell |
45,799
-5,391
| -11% | -$112K | ﹤0.01% | 811 |
|
|
2019
Q3 | $1.07M | Buy |
51,190
+10,248
| +25% | +$214K | 0.01% | 732 |
|
|
2019
Q2 | $757K | Buy |
40,942
+3,791
| +10% | +$70.1K | ﹤0.01% | 844 |
|
|
2019
Q1 | $687K | Sell |
37,151
-16,001
| -30% | -$296K | ﹤0.01% | 905 |
|
|
2018
Q4 | $779K | Sell |
53,152
-40,671
| -43% | -$596K | ﹤0.01% | 834 |
|
|
2018
Q3 | $1.57M | Buy |
93,823
+79,234
| +543% | +$1.33M | 0.01% | 681 |
|
|
2018
Q2 | $247K | Buy |
+14,589
| New | +$247K | ﹤0.01% | 1285 |
|