Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $706K | Buy |
7,369
+1,009
| +16% | +$96.7K | 0.05% | 195 |
|
|
2022
Q1 | $776K | Buy |
+6,360
| New | +$776K | 0.05% | 191 |
|
|
2021
Q4 | – | Sell |
-3,503
| Closed | -$413K | – | 394 |
|
|
2021
Q3 | $413K | Buy |
3,503
+561
| +19% | +$66.1K | 0.03% | 259 |
|
|
2021
Q2 | $345K | Buy |
2,942
+933
| +46% | +$109K | 0.03% | 293 |
|
|
2021
Q1 | $204K | Buy |
+2,009
| New | +$204K | 0.02% | 360 |
|