AE Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,400
| Closed | -$352K | – | 1448 |
|
|
2023
Q4 | $352K | Buy |
3,400
+580
| +21% | +$60.1K | ﹤0.01% | 1621 |
|
|
2023
Q3 | $256K | Sell |
2,820
-870
| -24% | -$78.9K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $357K | Buy |
3,690
+920
| +33% | +$89K | ﹤0.01% | 1536 |
|
|
2023
Q1 | $274K | Sell |
2,770
-256
| -8% | -$25.3K | ﹤0.01% | 1594 |
|
|
2022
Q4 | $306K | Buy |
3,026
+578
| +24% | +$58.4K | ﹤0.01% | 1490 |
|
|
2022
Q3 | $221K | Sell |
2,448
-130
| -5% | -$11.7K | ﹤0.01% | 1580 |
|
|
2022
Q2 | $247K | Sell |
2,578
-980
| -28% | -$93.9K | ﹤0.01% | 1513 |
|
|
2022
Q1 | $434K | Buy |
+3,558
| New | +$434K | ﹤0.01% | 1274 |
|
|
2021
Q4 | – | Sell |
-5,508
| Closed | -$650K | – | 1718 |
|
|
2021
Q3 | $650K | Sell |
5,508
-278
| -5% | -$32.8K | 0.01% | 1044 |
|
|
2021
Q2 | $678K | Sell |
5,786
-110
| -2% | -$12.9K | 0.01% | 998 |
|
|
2021
Q1 | $598K | Sell |
5,896
-1,470
| -20% | -$149K | 0.01% | 943 |
|
|
2020
Q4 | $627K | Buy |
7,366
+220
| +3% | +$18.7K | 0.01% | 881 |
|
|
2020
Q3 | $525K | Buy |
7,146
+1,054
| +17% | +$77.4K | 0.01% | 865 |
|
|
2020
Q2 | $519K | Buy |
+6,092
| New | +$519K | 0.01% | 863 |
|