AXS Investments’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7,406
| Closed | -$756K | – | 255 |
|
2024
Q1 | $756K | Buy |
+7,406
| New | +$756K | 0.18% | 188 |
|
2023
Q2 | – | Sell |
-20,900
| Closed | -$2.07M | – | 443 |
|
2023
Q1 | $2.07M | Sell |
20,900
-2,000
| -9% | -$198K | 0.68% | 32 |
|
2022
Q4 | $2.31M | Buy |
22,900
+13,900
| +154% | +$1.4M | 0.83% | 22 |
|
2022
Q3 | $811K | Buy |
+9,000
| New | +$811K | 0.32% | 128 |
|