Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$1.79K | – | 1046 |
|
|
2024
Q4 | $1.79K | Hold |
16
| – | – | ﹤0.01% | 849 |
|
|
2024
Q3 | $1.84K | Hold |
16
| – | – | ﹤0.01% | 831 |
|
|
2024
Q2 | $1.62K | Hold |
16
| – | – | ﹤0.01% | 837 |
|
|
2024
Q1 | $1.65K | Hold |
16
| – | – | ﹤0.01% | 819 |
|
|
2023
Q4 | $1.67K | Hold |
16
| – | – | ﹤0.01% | 763 |
|
|
2023
Q3 | $1.46K | Sell |
16
-12
| -43% | -$1.09K | ﹤0.01% | 774 |
|
|
2023
Q2 | $2.74K | Hold |
28
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $2.79K | Buy |
28
+12
| +75% | +$1.19K | ﹤0.01% | 774 |
|
|
2022
Q4 | $1.63K | Sell |
16
-1
| -6% | -$102 | ﹤0.01% | 832 |
|
|
2022
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 759 |
|
|
2022
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 759 |
|
|
2022
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 794 |
|
|
2021
Q4 | – | Sell |
-17
| Closed | -$2K | – | 981 |
|
|
2021
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 806 |
|
|
2021
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 813 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 794 |
|
|
2020
Q3 | $1K | Sell |
17
-12
| -41% | -$706 | ﹤0.01% | 826 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 447 |
|