Bell Investment Advisors’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 | $6.18K | Hold |
65
| – | – | ﹤0.01% | 890 |
|
2025
Q1 | $6.36K | Sell |
65
-5
| -7% | -$489 | ﹤0.01% | 802 |
|
2024
Q4 | $7.84K | Sell |
70
-4
| -5% | -$448 | ﹤0.01% | 707 |
|
2024
Q3 | $8.51K | Sell |
74
-5
| -6% | -$575 | ﹤0.01% | 684 |
|
2024
Q2 | $7.98K | Buy |
79
+21
| +36% | +$2.12K | ﹤0.01% | 695 |
|
2024
Q1 | $5.92K | Hold |
58
| – | – | ﹤0.01% | 835 |
|
2023
Q4 | $5.98K | Sell |
58
-8
| -12% | -$824 | ﹤0.01% | 781 |
|
2023
Q3 | $5.98K | Sell |
66
-6
| -8% | -$544 | ﹤0.01% | 717 |
|
2023
Q2 | $6.97K | Buy |
72
+18
| +33% | +$1.74K | ﹤0.01% | 652 |
|
2023
Q1 | $5.34K | Buy |
54
+10
| +23% | +$988 | ﹤0.01% | 751 |
|
2022
Q4 | $4.45K | Buy |
44
+17
| +63% | +$1.72K | ﹤0.01% | 868 |
|
2022
Q3 | $2K | Sell |
27
-12
| -31% | -$889 | ﹤0.01% | 1103 |
|
2022
Q2 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 796 |
|
2021
Q4 | – | Sell |
-41
| Closed | -$5K | – | 1841 |
|
2021
Q3 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 704 |
|