Clarus Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-661
| Closed | -$85K | – | 288 |
|
|
2019
Q2 | $85K | Buy |
661
+5
| +0.8% | +$643 | 0.06% | 214 |
|
|
2019
Q1 | $90K | Buy |
656
+5
| +0.8% | +$686 | 0.07% | 213 |
|
|
2018
Q4 | $77K | Buy |
651
+106
| +19% | +$12.5K | 0.12% | 203 |
|
|
2018
Q3 | $69K | Buy |
545
+67
| +14% | +$8.48K | 0.05% | 254 |
|
|
2018
Q2 | $55K | Buy |
+478
| New | +$55K | 0.04% | 267 |
|