Veritable’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,189
| Closed | -$516K | – | 442 |
|
|
2023
Q2 | $516K | Buy |
26,189
+2,973
| +13% | +$56K | 0.01% | 532 |
|
|
2023
Q1 | $453K | Buy |
23,216
+2,182
| +10% | +$44.9K | 0.01% | 570 |
|
|
2022
Q4 | $446K | Sell |
21,034
-674
| -3% | -$14.2K | 0.01% | 562 |
|
|
2022
Q3 | $400K | Buy |
21,708
+1,988
| +10% | +$41.9K | 0.01% | 562 |
|
|
2022
Q2 | $390K | Buy |
19,720
+2,567
| +15% | +$59K | 0.01% | 594 |
|
|
2022
Q1 | $424K | Buy |
17,153
+349
| +2% | +$8.42K | 0.01% | 609 |
|
|
2021
Q4 | $414K | Buy |
16,804
+698
| +4% | +$16.1K | 0.01% | 614 |
|
|
2021
Q3 | $334K | Buy |
16,106
+1,114
| +7% | +$23.8K | 0.01% | 661 |
|
|
2021
Q2 | $313K | Buy |
14,992
+89
| +0.6% | +$1.85K | 0.01% | 671 |
|
|
2021
Q1 | $279K | Hold |
14,903
| – | – | ﹤0.01% | 682 |
|
|
2020
Q4 | $224K | Buy |
14,903
+2,358
| +19% | +$31.2K | ﹤0.01% | 730 |
|
|
2020
Q3 | $141K | Sell |
12,545
-137
| -1% | -$1.62K | ﹤0.01% | 710 |
|
|
2020
Q2 | $163K | Sell |
12,682
-1,706
| -12% | -$19K | ﹤0.01% | 730 |
|
|
2020
Q1 | $139K | Sell |
14,388
-7,592
| -35% | -$130K | ﹤0.01% | 692 |
|
|
2019
Q4 | $455K | Buy |
21,980
+138
| +0.6% | +$2.9K | 0.01% | 550 |
|
|
2019
Q3 | $456K | Sell |
21,842
-446
| -2% | -$8.49K | 0.01% | 534 |
|
|
2019
Q2 | $412K | Hold |
22,288
| – | – | 0.01% | 559 |
|
|
2019
Q1 | $412K | Buy |
22,288
+46
| +0.2% | +$790 | 0.01% | 551 |
|
|
2018
Q4 | $326K | Sell |
22,242
-4,295
| -16% | -$67.4K | 0.01% | 578 |
|
|
2018
Q3 | $444K | Buy |
26,537
+923
| +4% | +$15.5K | 0.01% | 523 |
|
|
2018
Q2 | $435K | Buy |
25,614
+4,012
| +19% | +$60.6K | 0.01% | 532 |
|
|
2018
Q1 | $311K | Sell |
21,602
-5,505
| -20% | -$84.8K | 0.01% | 617 |
|
|
2017
Q4 | $492K | Sell |
27,107
-18,272
| -40% | -$342K | 0.01% | 513 |
|
|
2017
Q3 | $887K | Sell |
45,379
-6,805
| -13% | -$133K | 0.02% | 372 |
|
|
2017
Q2 | $958K | Buy |
52,184
+6,185
| +13% | +$121K | 0.02% | 358 |
|
|
2017
Q1 | $1.02M | Buy |
45,999
+143
| +0.3% | +$3.44K | 0.02% | 329 |
|
|
2016
Q4 | $1.15M | Buy |
45,856
+1,487
| +3% | +$39.2K | 0.03% | 293 |
|
|
2016
Q3 | $1.28M | Sell |
44,369
-656
| -1% | -$20K | 0.03% | 268 |
|
|
2016
Q2 | $1.41M | Sell |
45,025
-3,535
| -7% | -$102K | 0.04% | 238 |
|
|
2016
Q1 | $1.4M | Buy |
48,560
+4,626
| +11% | +$125K | 0.04% | 240 |
|
|
2015
Q4 | $1.16M | Buy |
43,934
+7,061
| +19% | +$184K | 0.03% | 275 |
|
|
2015
Q3 | $901K | Buy |
36,873
+576
| +2% | +$13.8K | 0.03% | 321 |
|
|
2015
Q2 | $818K | Sell |
36,297
-1,887
| -5% | -$46.1K | 0.02% | 347 |
|
|
2015
Q1 | $1.02M | Buy |
38,184
+10,400
| +37% | +$279K | 0.02% | 403 |
|
|
2014
Q4 | $698K | Buy |
27,784
+2,227
| +9% | +$54.5K | 0.01% | 500 |
|
|
2014
Q3 | $560K | Sell |
25,557
-3,524
| -12% | -$80.8K | 0.01% | 569 |
|
|
2014
Q2 | $668K | Sell |
29,081
-6,127
| -17% | -$139K | 0.01% | 517 |
|
|
2014
Q1 | $770K | Sell |
35,208
-2,580
| -7% | -$54.9K | 0.02% | 457 |
|
|
2013
Q4 | $746K | Sell |
37,788
-2,980
| -7% | -$61.6K | 0.02% | 456 |
|
|
2013
Q3 | $823K | Sell |
40,768
-2,148
| -5% | -$45.8K | 0.02% | 434 |
|
|
2013
Q2 | $920K | Buy |
+42,916
| New | +$982K | 0.02% | 420 |
|
Other funds holding KIM
AAMU