Wealthfront’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.88M | Sell |
112,109
-10,871
| -9% | -$182K | 0.02% | 134 |
|
2018
Q2 | $2.09M | Sell |
122,980
-49,216
| -29% | -$836K | 0.02% | 122 |
|
2018
Q1 | $2.48M | Buy |
172,196
+60,664
| +54% | +$874K | 0.03% | 109 |
|
2017
Q4 | $2.02M | Buy |
111,532
+10,494
| +10% | +$190K | 0.02% | 125 |
|
2017
Q3 | $1.98M | Buy |
101,038
+74,287
| +278% | +$1.45M | 0.03% | 112 |
|
2017
Q2 | $491K | Buy |
+26,751
| New | +$491K | 0.01% | 271 |
|
2016
Q4 | – | Sell |
-8,676
| Closed | -$251K | – | 393 |
|
2016
Q3 | $251K | Buy |
8,676
+520
| +6% | +$15K | 0.01% | 316 |
|
2016
Q2 | $256K | Buy |
8,156
+203
| +3% | +$6.37K | 0.01% | 295 |
|
2016
Q1 | $229K | Buy |
+7,953
| New | +$229K | 0.01% | 293 |
|
2015
Q4 | – | Sell |
-5,550
| Closed | -$136K | – | 692 |
|
2015
Q3 | $136K | Buy |
5,550
+509
| +10% | +$12.5K | 0.01% | 355 |
|
2015
Q2 | $114K | Sell |
5,041
-413
| -8% | -$9.34K | ﹤0.01% | 378 |
|
2015
Q1 | $146K | Buy |
5,454
+790
| +17% | +$21.1K | 0.01% | 314 |
|
2014
Q4 | $117K | Buy |
4,664
+823
| +21% | +$20.6K | 0.01% | 332 |
|
2014
Q3 | $84K | Sell |
3,841
-29
| -0.7% | -$634 | 0.01% | 317 |
|
2014
Q2 | $89K | Buy |
3,870
+890
| +30% | +$20.5K | 0.01% | 252 |
|
2014
Q1 | $65K | Buy |
+2,980
| New | +$65K | 0.01% | 206 |
|