BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.6K | Buy |
110
+1
| +0.9% | +$97 | ﹤0.01% | 548 |
|
|
2023
Q1 | $10.7K | Buy |
109
+1
| +0.9% | +$99 | ﹤0.01% | 592 |
|
|
2022
Q4 | $10.9K | Buy |
108
+2
| +2% | +$202 | ﹤0.01% | 564 |
|
|
2022
Q3 | $10K | Buy |
106
+11
| +12% | +$1.04K | ﹤0.01% | 568 |
|
|
2022
Q2 | $9K | Hold |
95
| – | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $12K | Buy |
+95
| New | +$12K | ﹤0.01% | 588 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$11K | – | 1078 |
|
|
2021
Q3 | $11K | Buy |
94
+1
| +1% | +$117 | ﹤0.01% | 622 |
|
|
2021
Q2 | $11K | Buy |
93
+1
| +1% | +$118 | ﹤0.01% | 590 |
|
|
2021
Q1 | $9K | Buy |
92
+1
| +1% | +$98 | ﹤0.01% | 590 |
|
|
2020
Q4 | $8K | Buy |
91
+26
| +40% | +$2.29K | ﹤0.01% | 596 |
|
|
2020
Q3 | $5K | Buy |
65
+45
| +225% | +$3.46K | ﹤0.01% | 577 |
|
|
2020
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 747 |
|