Nicola 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,509
| Closed | -$590K | – | 119 |
|
|
2024
Q4 | $590K | Sell |
17,509
-52,400
| -75% | -$1.77M | 0.06% | 104 |
|
|
2024
Q3 | $2.2M | Hold |
69,909
| – | – | 0.17% | 84 |
|
|
2024
Q2 | $1.86M | Buy |
69,909
+35,909
| +106% | +$956K | 0.17% | 88 |
|
|
2024
Q1 | $903K | Sell |
34,000
-43,500
| -56% | -$1.16M | 0.09% | 108 |
|
|
2023
Q4 | $2.18M | Buy |
+77,500
| New | +$2.18M | 0.23% | 86 |
|
|
2023
Q1 | – | Sell |
-89,960
| Closed | -$1.9M | – | 121 |
|
|
2022
Q4 | $1.9M | Sell |
89,960
-9,540
| -10% | -$202K | 0.19% | 96 |
|
|
2022
Q3 | $1.83M | Buy |
99,500
+3,000
| +3% | +$55.2K | 0.2% | 92 |
|
|
2022
Q2 | $1.91M | Buy |
+96,500
| New | +$1.91M | 0.18% | 96 |
|