Advantage Investment Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$25K | – | 1051 |
|
|
2017
Q2 | $25K | Hold |
200
| – | – | 0.01% | 518 |
|
|
2017
Q1 | $27K | Hold |
200
| – | – | 0.01% | 489 |
|
|
2016
Q4 | $28K | Hold |
200
| – | – | 0.01% | 442 |
|
|
2016
Q3 | $31K | Hold |
200
| – | – | 0.01% | 426 |
|
|
2016
Q2 | $33K | Hold |
200
| – | – | 0.02% | 398 |
|
|
2016
Q1 | $31K | Sell |
200
-50
| -20% | -$7.75K | 0.01% | 394 |
|
|
2015
Q4 | $37K | Hold |
250
| – | – | 0.02% | 375 |
|
|
2015
Q3 | $34K | Hold |
250
| – | – | 0.02% | 368 |
|
|
2015
Q2 | $32K | Hold |
250
| – | – | 0.02% | 404 |
|
|
2015
Q1 | $37K | Hold |
250
| – | – | 0.02% | 366 |
|
|
2014
Q4 | $33K | Buy |
+250
| New | +$33K | 0.02% | 353 |
|