Wedmont Private Capital’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,716
| Closed | -$179K | – | 584 |
|
2023
Q3 | $179K | Sell |
10,716
-5,070
| -32% | -$84.8K | 0.02% | 474 |
|
2023
Q2 | $324K | Sell |
15,786
-1,917
| -11% | -$39.3K | 0.03% | 360 |
|
2023
Q1 | $340K | Buy |
17,703
+7,655
| +76% | +$147K | 0.04% | 305 |
|
2022
Q4 | $216K | Sell |
10,048
-2,932
| -23% | -$63.1K | 0.03% | 411 |
|
2022
Q3 | $239K | Buy |
+12,980
| New | +$239K | 0.05% | 319 |
|
2022
Q2 | – | Sell |
-9,476
| Closed | -$233K | – | 363 |
|
2022
Q1 | $233K | Buy |
+9,476
| New | +$233K | 0.05% | 284 |
|