Bartlett & Co Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53.3K | Buy |
|
|||||
|
2025
Q2 | $47.6K | Buy |
|
|||||
|
2025
Q1 | $48.9K | Hold |
|
|||||
|
2024
Q4 | $56K | Hold |
|
|||||
|
2024
Q3 | $57.5K | Hold |
|
|||||
|
2024
Q2 | $51K | Hold |
|
|||||
|
2024
Q1 | $51.6K | Sell |
|
|||||
|
2023
Q4 | $68.5K | Hold |
|
|||||
|
2023
Q3 | $59.6K | Sell |
|
|||||
|
2023
Q2 | $78.3K | Buy |
|
|||||
|
2023
Q1 | $30K | Hold |
|
|||||
|
2022
Q4 | $30.6K | Hold |
|
|||||
|
2022
Q3 | $27.4K | Hold |
|
|||||
|
2022
Q2 | $29K | Hold |
|
|||||
|
2022
Q1 | $36.9K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $35.7K | Hold |
|
|||||
|
2021
Q2 | $35.5K | Sell |
|
|||||
|
2021
Q1 | $46.1K | Hold |
|
|||||
|
2020
Q4 | $38.8K | Hold |
|
|||||
|
2020
Q3 | $33.5K | Hold |
|
|||||
|
2020
Q2 | $38.8K | Hold |
|
|||||
|
2020
Q1 | $34K | Hold |
|
|||||
|
2019
Q4 | $58.4K | Hold |
|
|||||
|
2019
Q3 | $61.7K | Hold |
|
|||||
|
2019
Q2 | $58.4K | Hold |
|
|||||
|
2019
Q1 | $62.5K | Hold |
|
|||||
|
2018
Q4 | $53.6K | Hold |
|
|||||
|
2018
Q3 | $57.4K | Hold |
|
|||||
|
2018
Q2 | $57.4K | Hold |
|
|||||
|
2018
Q1 | $52.7K | Buy |
|