Carson Wealth (CWM LLC)’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.12M | Buy |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $142K | Buy |
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|
2024
Q3 | $129K | Buy |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $94K | Sell |
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|
2023
Q4 | $113K | Buy |
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|
2023
Q3 | $95K | Buy |
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|
2023
Q2 | $89K | Sell |
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|
2023
Q1 | $135K | Buy |
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|
2022
Q4 | $85K | Sell |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $92K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $32K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Buy |
|