Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-550
| Closed | -$64K | – | 1005 |
|
|
2021
Q3 | $64K | Buy |
550
+51
| +10% | +$5.94K | 0.01% | 805 |
|
|
2021
Q2 | $58K | Buy |
499
+320
| +179% | +$37.2K | 0.01% | 873 |
|
|
2021
Q1 | $18K | Buy |
+179
| New | +$18K | ﹤0.01% | 1003 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$895 | – | 1015 |
|
|
2020
Q1 | $895 | Hold |
12
| – | – | ﹤0.01% | 976 |
|
|
2019
Q4 | $1.5K | Buy |
+12
| New | +$1.5K | ﹤0.01% | 847 |
|