Bartlett & Co 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
Q2 | $47.6K | Buy |
501
+1
| +0.2% | +$95 | ﹤0.01% | 662 |
|
|
2025
Q1 | $48.9K | Hold |
500
| – | – | ﹤0.01% | 652 |
|
|
2024
Q4 | $56K | Hold |
500
| – | – | ﹤0.01% | 625 |
|
|
2024
Q3 | $57.5K | Hold |
500
| – | – | ﹤0.01% | 635 |
|
|
2024
Q2 | $51K | Hold |
500
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $51.6K | Sell |
500
-150
| -23% | -$15.5K | ﹤0.01% | 659 |
|
|
2023
Q4 | $68.5K | Hold |
650
| – | – | ﹤0.01% | 641 |
|
|
2023
Q3 | $59.6K | Sell |
650
-150
| -19% | -$13.8K | ﹤0.01% | 630 |
|
|
2023
Q2 | $78.3K | Buy |
800
+500
| +167% | +$48.9K | ﹤0.01% | 579 |
|
|
2023
Q1 | $30K | Hold |
300
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $30.6K | Hold |
300
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $27.4K | Hold |
300
| – | – | ﹤0.01% | 657 |
|
|
2022
Q2 | $29K | Hold |
300
| – | – | ﹤0.01% | 667 |
|
|
2022
Q1 | $36.9K | Buy |
+300
| New | +$36.9K | ﹤0.01% | 636 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$35.7K | – | 567 |
|
|
2021
Q3 | $35.7K | Hold |
300
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $35.5K | Sell |
300
-150
| -33% | -$17.7K | ﹤0.01% | 551 |
|
|
2021
Q1 | $46.1K | Hold |
450
| – | – | ﹤0.01% | 551 |
|
|
2020
Q4 | $38.8K | Hold |
450
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $33.5K | Hold |
450
| – | – | ﹤0.01% | 546 |
|
|
2020
Q2 | $38.8K | Hold |
450
| – | – | ﹤0.01% | 532 |
|
|
2020
Q1 | $34K | Hold |
450
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $58.4K | Hold |
450
| – | – | ﹤0.01% | 500 |
|
|
2019
Q3 | $61.7K | Hold |
450
| – | – | ﹤0.01% | 485 |
|
|
2019
Q2 | $58.4K | Hold |
450
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $62.5K | Hold |
450
| – | – | ﹤0.01% | 390 |
|
|
2018
Q4 | $53.6K | Hold |
450
| – | – | ﹤0.01% | 404 |
|
|
2018
Q3 | $57.4K | Hold |
450
| – | – | ﹤0.01% | 415 |
|
|
2018
Q2 | $57.4K | Hold |
450
| – | – | ﹤0.01% | 409 |
|
|
2018
Q1 | $52.7K | Buy |
+450
| New | +$52.7K | ﹤0.01% | 417 |
|