CIBC Private Wealth Group’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 | $76.9K | Buy |
810
+639
| +374% | +$60.7K | ﹤0.01% | 1502 |
|
2025
Q1 | $14.3K | Sell |
171
-51
| -23% | -$4.26K | ﹤0.01% | 2114 |
|
2024
Q4 | $23.2K | Sell |
222
-22
| -9% | -$2.3K | ﹤0.01% | 1995 |
|
2024
Q3 | $28.1K | Buy |
244
+163
| +201% | +$18.7K | ﹤0.01% | 2007 |
|
2024
Q2 | $8.15K | Buy |
81
+4
| +5% | +$402 | ﹤0.01% | 2362 |
|
2024
Q1 | $7.76K | Buy |
+77
| New | +$7.76K | ﹤0.01% | 2377 |
|
2018
Q2 | – | Sell |
-34
| Closed | -$4K | – | 2006 |
|
2018
Q1 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 1698 |
|