Burt 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
Q1 | – | Sell |
-998
| Closed | -$85K | – | 188 |
|
|
2020
Q4 | $85K | Hold |
998
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $73K | Hold |
998
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $85K | Hold |
998
| – | – | 0.03% | 132 |
|
|
2020
Q1 | $74K | Hold |
998
| – | – | 0.03% | 132 |
|
|
2019
Q4 | $128K | Sell |
998
-200
| -17% | -$25.7K | 0.05% | 108 |
|
|
2019
Q3 | $163K | Buy |
+1,198
| New | +$163K | 0.07% | 94 |
|
|
2019
Q2 | – | Hold |
0
| – | -$165K | – | 97 |
|
|
2019
Q1 | – | Hold |
0
| – | -$141K | – | 94 |
|
|
2018
Q4 | – | Hold |
0
| – | -$152K | – | 101 |
|
|
2018
Q3 | – | Hold |
0
| – | -$152K | – | 100 |
|
|
2018
Q2 | – | Hold |
0
| – | -$139K | – | 97 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 103 |
|
|
2017
Q4 | – | Hold |
0
| – | -$149K | – | 377 |
|
|
2017
Q3 | – | Sell |
-1,198
| Closed | -$151K | – | 92 |
|
|
2017
Q2 | $151K | Hold |
1,198
| – | – | 0.1% | 88 |
|
|
2017
Q1 | $160K | Sell |
1,198
-107
| -8% | -$14.3K | 0.12% | 74 |
|
|
2016
Q4 | $185K | Buy |
1,305
+100
| +8% | +$14.2K | 0.17% | 73 |
|
|
2016
Q3 | $185K | Hold |
1,205
| – | – | 0.2% | 63 |
|
|
2016
Q2 | $199K | Hold |
1,205
| – | – | 0.22% | 54 |
|
|
2016
Q1 | $188K | Hold |
1,205
| – | – | 0.17% | 64 |
|
|
2015
Q4 | $176K | Hold |
1,205
| – | – | 0.14% | 72 |
|
|
2015
Q3 | $164K | Hold |
1,205
| – | – | 0.2% | 61 |
|
|
2015
Q2 | $154K | Hold |
1,205
| – | – | 0.17% | 69 |
|
|
2015
Q1 | $177K | Hold |
1,205
| – | – | 0.18% | 57 |
|
|
2014
Q4 | $162K | Buy |
+1,205
| New | +$162K | 0.17% | 64 |
|