C.M. Bidwell & Associates’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
Q4 | – | Sell |
-1,972
| Closed | -$227K | – | 505 |
|
|
2024
Q3 | $227K | Buy |
1,972
+40
| +2% | +$4.6K | 0.14% | 112 |
|
|
2024
Q2 | $195K | Sell |
1,932
-1
| -0.1% | -$101 | 0.13% | 117 |
|
|
2024
Q1 | $197K | Buy |
1,933
+775
| +67% | +$79.1K | 0.13% | 119 |
|
|
2023
Q4 | $119K | Buy |
1,158
+8
| +0.7% | +$824 | 0.09% | 144 |
|
|
2023
Q3 | $104K | Sell |
1,150
-8
| -0.7% | -$725 | 0.08% | 223 |
|
|
2023
Q2 | $112K | Sell |
1,158
-36
| -3% | -$3.48K | 0.08% | 217 |
|
|
2023
Q1 | $118K | Buy |
+1,194
| New | +$118K | 0.09% | 207 |
|