Venturi Wealth Management’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 |
-908
| Closed | -$21.3K | – | 1261 |
|
|
2024
Q4 | $21.3K | Hold |
908
| – | – | ﹤0.01% | 1244 |
|
|
2024
Q3 | $21.1K | Buy |
908
+396
| +77% | +$9.2K | ﹤0.01% | 997 |
|
|
2024
Q2 | $9.97K | Buy |
512
+178
| +53% | +$3.46K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $6.55K | Hold |
334
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $7.12K | Buy |
334
+23
| +7% | +$490 | ﹤0.01% | 950 |
|
|
2023
Q3 | $5.47K | Hold |
311
| – | – | ﹤0.01% | 952 |
|
|
2023
Q2 | $6.13K | Buy |
311
+175
| +129% | +$3.45K | ﹤0.01% | 721 |
|
|
2023
Q1 | $2.66K | Buy |
+136
| New | +$2.66K | ﹤0.01% | 952 |
|