Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,200
| Closed | -$25K | – | 675 |
|
|
2021
Q3 | $25K | Hold |
1,200
| – | – | 0.01% | 593 |
|
|
2021
Q2 | $25K | Hold |
1,200
| – | – | 0.01% | 464 |
|
|
2021
Q1 | $19K | Hold |
1,200
| – | – | 0.01% | 471 |
|
|
2020
Q4 | $19K | Hold |
1,200
| – | – | 0.01% | 468 |
|
|
2020
Q3 | $14K | Sell |
1,200
-121
| -9% | -$1.41K | 0.01% | 463 |
|
|
2020
Q2 | $17K | Hold |
1,321
| – | – | 0.01% | 405 |
|
|
2020
Q1 | $13K | Hold |
1,321
| – | – | 0.01% | 424 |
|
|
2019
Q4 | $27K | Buy |
1,321
+71
| +6% | +$1.45K | 0.02% | 361 |
|
|
2019
Q3 | $26K | Sell |
1,250
-117
| -9% | -$2.43K | 0.02% | 350 |
|
|
2019
Q2 | $25K | Buy |
1,367
+117
| +9% | +$2.14K | 0.02% | 369 |
|
|
2019
Q1 | $23K | Sell |
1,250
-800
| -39% | -$14.7K | 0.02% | 326 |
|
|
2018
Q4 | $30K | Buy |
+2,050
| New | +$30K | 0.02% | 266 |
|