Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-665
| Closed | -$60.3K | – | 1042 |
|
|
2023
Q3 | $60.3K | Hold |
665
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $64.4K | Hold |
665
| – | – | ﹤0.01% | 762 |
|
|
2023
Q1 | $65.7K | Hold |
665
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $67.2K | Buy |
+665
| New | +$67.2K | ﹤0.01% | 671 |
|
|
2020
Q4 | – | Sell |
-1,150
| Closed | -$84K | – | 532 |
|
|
2020
Q3 | $84K | Buy |
+1,150
| New | +$84K | 0.02% | 410 |
|