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