Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,851
| Closed | -$207K | – | 1323 |
|
|
2024
Q4 | $207K | Buy |
1,851
+7
| +0.4% | +$784 | 0.01% | 692 |
|
|
2024
Q3 | $212K | Buy |
1,844
+539
| +41% | +$62K | 0.01% | 680 |
|
|
2024
Q2 | $131K | Buy |
1,305
+1,297
| +16,213% | +$130K | 0.01% | 784 |
|
|
2024
Q1 | $816 | Buy |
+8
| New | +$816 | ﹤0.01% | 2445 |
|
|
2023
Q4 | – | Sell |
-425
| Closed | -$38.5K | – | 1587 |
|
|
2023
Q3 | $38.5K | Sell |
425
-10
| -2% | -$906 | ﹤0.01% | 814 |
|
|
2023
Q2 | $42.1K | Buy |
435
+13
| +3% | +$1.26K | ﹤0.01% | 803 |
|
|
2023
Q1 | $41.7K | Buy |
+422
| New | +$41.7K | ﹤0.01% | 818 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | – | – | 962 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 935 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 823 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 817 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 811 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 848 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$1K | – | 812 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 732 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 736 |
|