Concord Wealth Partners’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 |
-7
| Closed | -$1K | – | 514 |
|
|
2022
Q2 | $1K | Sell |
7
-312
| -98% | -$44.6K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $39K | Hold |
319
| – | – | 0.01% | 478 |
|
|
2021
Q4 | $43K | Buy |
319
+7
| +2% | +$944 | 0.01% | 478 |
|
|
2021
Q3 | $37K | Hold |
312
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $37K | Hold |
312
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $32K | Sell |
312
-500
| -62% | -$51.3K | 0.01% | 407 |
|
|
2020
Q4 | $69K | Buy |
+812
| New | +$69K | 0.05% | 168 |
|