Carson Wealth (CWM LLC)’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
Q2 | $567K | Buy |
5,968
+4,878
| +448% | +$463K | ﹤0.01% | 1537 |
|
|
2025
Q1 | $107K | Sell |
1,090
-176
| -14% | -$17.3K | ﹤0.01% | 2372 |
|
|
2024
Q4 | $142K | Buy |
1,266
+145
| +13% | +$16.3K | ﹤0.01% | 2056 |
|
|
2024
Q3 | $129K | Buy |
1,121
+110
| +11% | +$12.7K | ﹤0.01% | 2023 |
|
|
2024
Q2 | $102K | Buy |
1,011
+92
| +10% | +$9.28K | ﹤0.01% | 1959 |
|
|
2024
Q1 | $94K | Sell |
919
-176
| -16% | -$18K | ﹤0.01% | 1910 |
|
|
2023
Q4 | $113K | Buy |
1,095
+42
| +4% | +$4.33K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $95K | Buy |
1,053
+137
| +15% | +$12.4K | ﹤0.01% | 1658 |
|
|
2023
Q2 | $89K | Sell |
916
-449
| -33% | -$43.6K | ﹤0.01% | 1626 |
|
|
2023
Q1 | $135K | Buy |
1,365
+525
| +63% | +$51.9K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $85K | Sell |
840
-163
| -16% | -$16.5K | ﹤0.01% | 1448 |
|
|
2022
Q3 | $90K | Buy |
1,003
+44
| +5% | +$3.95K | ﹤0.01% | 1380 |
|
|
2022
Q2 | $92K | Buy |
959
+569
| +146% | +$54.6K | ﹤0.01% | 1348 |
|
|
2022
Q1 | $48K | Buy |
390
+21
| +6% | +$2.59K | ﹤0.01% | 1626 |
|
|
2021
Q4 | $50K | Buy |
+369
| New | +$50K | ﹤0.01% | 1563 |
|
|
2021
Q2 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q1 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q4 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q3 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q2 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q1 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q4 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q3 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q2 | $32K | Hold |
275
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q1 | $32K | Buy |
+275
| New | +$32K | ﹤0.01% | 1577 |
|
|
2017
Q4 | – | Sell |
-23
| Closed | -$3K | – | 1497 |
|
|
2017
Q3 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 1199 |
|