SWM
Selective Wealth Management’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-615
| Closed | -$12K | – | 521 |
|
|
2021
Q1 | $12K | Buy |
+615
| New | +$12K | 0.01% | 234 |
|
|
2020
Q3 | – | Sell |
-145
| Closed | -$2K | – | 370 |
|
|
2020
Q2 | $2K | Hold |
145
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $1K | Hold |
145
| – | – | ﹤0.01% | 310 |
|
|
2019
Q4 | $3K | Sell |
145
-1
| -0.7% | -$21 | ﹤0.01% | 262 |
|
|
2019
Q3 | $3K | Buy |
+146
| New | +$3K | ﹤0.01% | 266 |
|