Jamison Private Wealth Management’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,758
| Closed | -$64K | – | 337 |
|
|
2024
Q3 | $64K | Buy |
2,758
+6
| +0.2% | +$139 | 0.01% | 239 |
|
|
2024
Q2 | $53.6K | Buy |
2,752
+7
| +0.3% | +$136 | 0.01% | 245 |
|
|
2024
Q1 | $53.8K | Buy |
2,745
+6
| +0.2% | +$118 | 0.01% | 253 |
|
|
2023
Q4 | $58.4K | Buy |
2,739
+6
| +0.2% | +$128 | 0.01% | 232 |
|
|
2023
Q3 | $48.1K | Buy |
+2,733
| New | +$48.1K | 0.01% | 228 |
|