Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$21K | – | 384 |
|
|
2020
Q2 | $21K | Hold |
250
| – | – | ﹤0.01% | 299 |
|
|
2020
Q1 | $19K | Hold |
250
| – | – | ﹤0.01% | 277 |
|
|
2019
Q4 | $32K | Hold |
250
| – | – | ﹤0.01% | 277 |
|
|
2019
Q3 | $34K | Buy |
+250
| New | +$34K | ﹤0.01% | 257 |
|
|
2014
Q1 | – | Sell |
-70
| Closed | -$7K | – | 347 |
|
|
2013
Q4 | $7K | Sell |
70
-5
| -7% | -$500 | ﹤0.01% | 298 |
|
|
2013
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 304 |
|
|
2013
Q2 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 304 |
|