Clearview Wealth Advisors’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
Q3 | – | Sell |
-20
| Closed | -$1.94K | – | 301 |
|
|
2023
Q2 | $1.94K | Buy |
20
+1
| +5% | +$97 | ﹤0.01% | 535 |
|
|
2023
Q1 | $1.97K | Hold |
19
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $2K | Sell |
19
-88
| -82% | -$9.26K | ﹤0.01% | 494 |
|
|
2022
Q1 | $13K | Hold |
107
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $15K | Buy |
107
+1
| +0.9% | +$140 | 0.01% | 363 |
|
|
2021
Q3 | $13K | Buy |
106
+9
| +9% | +$1.1K | 0.01% | 384 |
|
|
2021
Q2 | $11K | Buy |
97
+1
| +1% | +$113 | 0.01% | 405 |
|
|
2021
Q1 | $10K | Buy |
96
+1
| +1% | +$104 | 0.01% | 406 |
|
|
2020
Q4 | $8K | Buy |
+95
| New | +$8K | 0.01% | 401 |
|