SWA
Sutton Wealth Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-132
| Closed | -$2.6K | – | 873 |
|
|
2023
Q2 | $2.6K | Sell |
132
-10
| -7% | -$197 | ﹤0.01% | 665 |
|
|
2023
Q1 | $2.77K | Buy |
142
+2
| +1% | +$39 | ﹤0.01% | 600 |
|
|
2022
Q4 | $2.97K | Buy |
140
+28
| +25% | +$593 | ﹤0.01% | 1167 |
|
|
2022
Q3 | $2.06K | Hold |
112
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q2 | $2.21K | Buy |
112
+89
| +387% | +$1.76K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $568 | Buy |
+23
| New | +$568 | ﹤0.01% | 1463 |
|
|
2020
Q2 | – | Sell |
-2,023
| Closed | -$19.6K | – | 1249 |
|
|
2020
Q1 | $19.6K | Sell |
2,023
-211
| -9% | -$2.04K | 0.01% | 483 |
|
|
2019
Q4 | $46.3K | Hold |
2,234
| – | – | 0.02% | 329 |
|
|
2019
Q3 | $46.6K | Hold |
2,234
| – | – | 0.03% | 322 |
|
|
2019
Q2 | $41.3K | Hold |
2,234
| – | – | 0.02% | 350 |
|
|
2019
Q1 | $41.3K | Hold |
2,234
| – | – | 0.02% | 349 |
|
|
2018
Q4 | $32.7K | Hold |
2,234
| – | – | 0.02% | 371 |
|
|
2018
Q3 | $37.4K | Hold |
2,234
| – | – | 0.02% | 361 |
|
|
2018
Q2 | $38K | Buy |
2,234
+171
| +8% | +$2.91K | 0.03% | 362 |
|
|
2018
Q1 | $29.7K | Buy |
2,063
+3
| +0.1% | +$43 | 0.02% | 420 |
|
|
2017
Q4 | $37.4K | Hold |
2,060
| – | – | 0.03% | 353 |
|
|
2017
Q3 | $40.3K | Buy |
2,060
+37
| +2% | +$723 | 0.03% | 322 |
|
|
2017
Q2 | $37.1K | Sell |
2,023
-35
| -2% | -$642 | 0.03% | 323 |
|
|
2017
Q1 | $45.5K | Sell |
2,058
-91
| -4% | -$2.01K | 0.04% | 282 |
|
|
2016
Q4 | $54.1K | Buy |
2,149
+94
| +5% | +$2.37K | 0.05% | 254 |
|
|
2016
Q3 | $59.5K | Hold |
2,055
| – | – | 0.05% | 230 |
|
|
2016
Q2 | $64.5K | Hold |
2,055
| – | – | 0.06% | 214 |
|
|
2016
Q1 | $59.1K | Buy |
+2,055
| New | +$59.1K | 0.06% | 226 |
|