TrueWealth Advisors’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
-19,602
Closed -$459K 227
2024
Q4
$459K Buy
+19,602
New +$459K 0.15% 125