TrueWealth LLC’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Buy |
706
+20
| +3% | +$255 | ﹤0.01% | 484 |
|
|
2020
Q1 | $7K | Buy |
686
+10
| +1% | +$102 | ﹤0.01% | 501 |
|
|
2019
Q4 | $14K | Buy |
676
+9
| +1% | +$186 | 0.01% | 421 |
|
|
2019
Q3 | $14K | Buy |
+667
| New | +$14K | 0.01% | 413 |
|
|
2019
Q2 | – | Hold |
0
| – | -$12K | – | 437 |
|
|
2019
Q1 | – | Hold |
0
| – | -$9K | – | 434 |
|
|
2018
Q4 | – | Hold |
0
| – | -$10K | – | 452 |
|
|
2018
Q3 | – | Hold |
0
| – | -$10K | – | 486 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 484 |
|
|
2018
Q1 | – | Hold |
0
| – | -$1K | – | 864 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 862 |
|