TCI Wealth Advisors’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-155
| Closed | -$2K | – | 1597 |
|
|
2020
Q3 | $2K | Buy |
+155
| New | +$1.83K | ﹤0.01% | 1126 |
|
|
2020
Q2 | – | Sell |
-81
| Closed | -$1K | – | 1563 |
|
|
2020
Q1 | $1K | Sell |
81
-244
| -75% | -$4.19K | ﹤0.01% | 1269 |
|
|
2019
Q4 | $7K | Sell |
325
-115
| -26% | -$2.41K | ﹤0.01% | 776 |
|
|
2019
Q3 | $9K | Hold |
440
| – | – | ﹤0.01% | 667 |
|
|
2019
Q2 | $8K | Sell |
440
-13
| -3% | -$235 | ﹤0.01% | 671 |
|
|
2019
Q1 | $8K | Hold |
453
| – | – | ﹤0.01% | 674 |
|
|
2018
Q4 | $7K | Buy |
453
+22
| +5% | +$345 | ﹤0.01% | 704 |
|
|
2018
Q3 | $7K | Hold |
431
| – | – | ﹤0.01% | 712 |
|
|
2018
Q2 | $7K | Buy |
431
+61
| +16% | +$921 | ﹤0.01% | 704 |
|
|
2018
Q1 | $5K | Buy |
370
+50
| +16% | +$770 | ﹤0.01% | 737 |
|
|
2017
Q4 | $6K | Buy |
320
+233
| +268% | +$4.36K | ﹤0.01% | 738 |
|
|
2017
Q3 | $2K | Sell |
87
-26
| -23% | -$510 | ﹤0.01% | 959 |
|
|
2017
Q2 | $2K | Sell |
113
-6
| -5% | -$118 | ﹤0.01% | 995 |
|
|
2017
Q1 | $3K | Sell |
119
-100
| -46% | -$2.4K | ﹤0.01% | 845 |
|
|
2016
Q4 | $6K | Buy |
219
+100
| +84% | +$2.63K | ﹤0.01% | 732 |
|
|
2016
Q3 | $3K | Hold |
119
| – | – | ﹤0.01% | 865 |
|
|
2016
Q2 | $4K | Hold |
119
| – | – | ﹤0.01% | 771 |
|
|
2016
Q1 | $3K | Hold |
119
| – | – | ﹤0.01% | 845 |
|
|
2015
Q4 | $3K | Hold |
119
| – | – | ﹤0.01% | 799 |
|
|
2015
Q3 | $3K | Hold |
119
| – | – | ﹤0.01% | 729 |
|
|
2015
Q2 | $3K | Buy |
119
+6
| +5% | +$147 | ﹤0.01% | 735 |
|
|
2015
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 670 |
|
|
2014
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 662 |
|
|
2014
Q3 | $2K | Hold |
113
| – | – | ﹤0.01% | 738 |
|
|
2014
Q2 | $3K | Buy |
113
+26
| +30% | +$590 | ﹤0.01% | 691 |
|
|
2014
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 719 |
|
|
2013
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 718 |
|
|
2013
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 638 |
|
|
2013
Q2 | $2K | Buy |
+87
| New | +$1.99K | ﹤0.01% | 589 |
|
Other funds holding KIM
AAMU
