Wealthspire Advisors (Maryland)’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,809
| Closed | -$70K | – | 1292 |
|
|
2019
Q1 | $70K | Buy |
3,809
+40
| +1% | +$735 | 0.01% | 774 |
|
|
2018
Q4 | $55K | Buy |
3,769
+391
| +12% | +$5.71K | ﹤0.01% | 819 |
|
|
2018
Q3 | $57K | Sell |
3,378
-17
| -0.5% | -$287 | ﹤0.01% | 919 |
|
|
2018
Q2 | $58K | Sell |
3,395
-214
| -6% | -$3.66K | 0.01% | 918 |
|
|
2018
Q1 | $52K | Sell |
3,609
-329
| -8% | -$4.74K | ﹤0.01% | 963 |
|
|
2017
Q4 | $71K | Buy |
3,938
+1,709
| +77% | +$30.8K | 0.01% | 860 |
|
|
2017
Q3 | $44K | Buy |
2,229
+487
| +28% | +$9.61K | ﹤0.01% | 1026 |
|
|
2017
Q2 | $32K | Buy |
1,742
+148
| +9% | +$2.72K | ﹤0.01% | 1102 |
|
|
2017
Q1 | $35K | Buy |
1,594
+23
| +1% | +$505 | 0.01% | 912 |
|
|
2016
Q4 | $40K | Buy |
1,571
+53
| +3% | +$1.35K | 0.01% | 834 |
|
|
2016
Q3 | $44K | Sell |
1,518
-3,844
| -72% | -$111K | 0.01% | 814 |
|
|
2016
Q2 | $168K | Buy |
5,362
+192
| +4% | +$6.02K | 0.03% | 412 |
|
|
2016
Q1 | $149K | Sell |
5,170
-100
| -2% | -$2.88K | 0.03% | 425 |
|
|
2015
Q4 | $139K | Buy |
+5,270
| New | +$139K | 0.03% | 452 |
|