Avion Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
11
+5
| +83% | +$455 | ﹤0.01% | 968 |
|
|
2025
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1141 |
|
|
2024
Q4 | – | Sell |
-6
| Closed | – | – | 1100 |
|
|
2024
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 940 |
|
|
2023
Q4 | $1K | Sell |
6
-5
| -45% | -$833 | ﹤0.01% | 796 |
|
|
2023
Q3 | $0 | Buy |
11
+5
| +83% | – | ﹤0.01% | 940 |
|
|
2023
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 827 |
|