Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-166
| Closed | -$16K | – | 418 |
|
|
2022
Q2 | $16K | Hold |
166
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $20K | Hold |
166
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $23K | Hold |
166
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $20K | Hold |
166
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $19K | Hold |
166
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $17K | Hold |
166
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $14K | Buy |
+166
| New | +$14K | ﹤0.01% | 465 |
|