Jacobi Capital Management’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-300
| Closed | -$6K | – | 1474 |
|
|
2021
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 953 |
|
|
2018
Q3 | – | Sell |
-518
| Closed | -$9K | – | 1022 |
|
|
2018
Q2 | $9K | Buy |
518
+10
| +2% | +$174 | ﹤0.01% | 727 |
|
|
2018
Q1 | $7K | Buy |
508
+8
| +2% | +$110 | ﹤0.01% | 747 |
|
|
2017
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 680 |
|
|
2017
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 642 |
|
|
2017
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 590 |
|