WFG Advisors’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-211
| Closed | -$5K | – | 1580 |
|
|
2016
Q4 | $5K | Buy |
211
+2
| +1% | +$47 | ﹤0.01% | 1262 |
|
|
2016
Q3 | $6K | Buy |
209
+1
| +0.5% | +$29 | ﹤0.01% | 1237 |
|
|
2016
Q2 | $7K | Buy |
208
+2
| +1% | +$67 | ﹤0.01% | 1169 |
|
|
2016
Q1 | $6K | Buy |
206
+2
| +1% | +$58 | ﹤0.01% | 1158 |
|
|
2015
Q4 | $5K | Buy |
204
+2
| +1% | +$49 | ﹤0.01% | 1225 |
|
|
2015
Q3 | $5K | Buy |
202
+2
| +1% | +$50 | ﹤0.01% | 1258 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1340 |
|
|
2015
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1360 |
|
|
2014
Q4 | $5K | Sell |
200
-166
| -45% | -$4.15K | ﹤0.01% | 1623 |
|
|
2014
Q3 | $8K | Buy |
366
+202
| +123% | +$4.42K | ﹤0.01% | 1541 |
|
|
2014
Q2 | $4K | Buy |
164
+1
| +0.6% | +$24 | ﹤0.01% | 1689 |
|
|
2014
Q1 | $4K | Buy |
163
+2
| +1% | +$49 | ﹤0.01% | 1661 |
|
|
2013
Q4 | $3K | Buy |
161
+2
| +1% | +$37 | ﹤0.01% | 1879 |
|
|
2013
Q3 | $3K | Buy |
159
+1
| +0.6% | +$19 | ﹤0.01% | 1848 |
|
|
2013
Q2 | $3K | Buy |
+158
| New | +$3K | ﹤0.01% | 1774 |
|