Wealthcare Advisory Partners’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-147
| Closed | -$3K | – | 1243 |
|
2021
Q1 | $3K | Buy |
+147
| New | +$3K | ﹤0.01% | 1787 |
|
2020
Q2 | – | Sell |
-175
| Closed | -$2K | – | 891 |
|
2020
Q1 | $2K | Sell |
175
-10
| -5% | -$114 | ﹤0.01% | 1302 |
|
2019
Q4 | $4K | Hold |
185
| – | – | ﹤0.01% | 1155 |
|
2019
Q3 | $4K | Sell |
185
-11
| -6% | -$238 | ﹤0.01% | 1112 |
|
2019
Q2 | $4K | Hold |
196
| – | – | ﹤0.01% | 1102 |
|
2019
Q1 | $4K | Buy |
196
+21
| +12% | +$429 | ﹤0.01% | 1000 |
|
2018
Q4 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 1032 |
|
2017
Q4 | – | Sell |
-41
| Closed | -$1K | – | 1137 |
|
2017
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 824 |
|