AIMZ Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,300
| Closed | -$455K | – | 101 |
|
|
2019
Q1 | $455K | Hold |
3,300
| – | – | 0.31% | 73 |
|
|
2018
Q4 | $390K | Hold |
3,300
| – | – | 0.3% | 72 |
|
|
2018
Q3 | $417K | Hold |
3,300
| – | – | 0.27% | 75 |
|
|
2018
Q2 | $418K | Hold |
3,300
| – | – | 0.3% | 74 |
|
|
2018
Q1 | $383K | Hold |
3,300
| – | – | 0.28% | 76 |
|
|
2017
Q4 | $438K | Hold |
3,300
| – | – | 0.33% | 71 |
|
|
2017
Q3 | $410K | Hold |
3,300
| – | – | 0.34% | 73 |
|
|
2017
Q2 | $417K | Hold |
3,300
| – | – | 0.35% | 75 |
|
|
2017
Q1 | $441K | Hold |
3,300
| – | – | 0.37% | 73 |
|
|
2016
Q4 | $469K | Hold |
3,300
| – | – | 0.42% | 68 |
|
|
2016
Q3 | $508K | Hold |
3,300
| – | – | 0.45% | 65 |
|
|
2016
Q2 | $546K | Sell |
3,300
-3,300
| -50% | -$546K | 0.5% | 65 |
|
|
2016
Q1 | $1M | Buy |
6,600
+3,300
| +100% | +$501K | 0.44% | 65 |
|
|
2015
Q4 | $482K | Hold |
3,300
| – | – | 0.44% | 68 |
|
|
2015
Q3 | $450K | Hold |
3,300
| – | – | 0.41% | 67 |
|
|
2015
Q2 | $423K | Hold |
3,300
| – | – | 0.37% | 71 |
|
|
2015
Q1 | $486K | Hold |
3,300
| – | – | 0.42% | 67 |
|
|
2014
Q4 | $440K | Buy |
+3,300
| New | +$440K | 0.39% | 67 |
|