Blue Zone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27,726
| Closed | -$3.27M | – | 103 |
|
|
2021
Q3 | $3.27M | Sell |
27,726
-47
| -0.2% | -$5.55K | 1.13% | 28 |
|
|
2021
Q2 | $3.25M | Sell |
27,773
-40
| -0.1% | -$4.69K | 1.22% | 26 |
|
|
2021
Q1 | $2.82M | Buy |
27,813
+982
| +4% | +$99.6K | 1.2% | 27 |
|
|
2020
Q4 | $2.28M | Buy |
26,831
+517
| +2% | +$44K | 1.1% | 31 |
|
|
2020
Q3 | $1.93M | Buy |
26,314
+492
| +2% | +$36.1K | 1.09% | 24 |
|
|
2020
Q2 | $2.2M | Buy |
+25,822
| New | +$2.2M | 1.23% | 21 |
|