SIP
Stoneridge Investment Partners’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-35,429
| Closed | -$519K | – | 125 |
|
|
2018
Q4 | $519K | Buy |
35,429
+1,432
| +4% | +$21K | 0.16% | 109 |
|
|
2018
Q3 | $569K | Buy |
33,997
+3,800
| +13% | +$63.6K | 0.12% | 113 |
|
|
2018
Q2 | $513K | Sell |
30,197
-2,253
| -7% | -$38.3K | 0.1% | 103 |
|
|
2018
Q1 | $467K | Buy |
32,450
+21,900
| +208% | +$315K | 0.08% | 117 |
|
|
2017
Q4 | $191K | Buy |
10,550
+179
| +2% | +$3.24K | 0.03% | 200 |
|
|
2017
Q3 | $203K | Buy |
+10,371
| New | +$203K | 0.03% | 220 |
|