Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,450
| Closed | -$356K | – | 806 |
|
|
2023
Q4 | $356K | Hold |
3,450
| – | – | 0.03% | 470 |
|
|
2023
Q3 | $313K | Hold |
3,450
| – | – | 0.03% | 462 |
|
|
2023
Q2 | $334K | Sell |
3,450
-1,146
| -25% | -$111K | 0.04% | 412 |
|
|
2023
Q1 | $454K | Buy |
4,596
+804
| +21% | +$79.5K | 0.02% | 597 |
|
|
2022
Q4 | $383K | Buy |
+3,792
| New | +$383K | 0.02% | 645 |
|
|
2022
Q2 | – | Sell |
-1,089
| Closed | -$132K | – | 1182 |
|
|
2022
Q1 | $132K | Buy |
+1,089
| New | +$132K | 0.01% | 1088 |
|