Congress Wealth Management’s First Industrial Realty Trust FR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$626K	Buy	13,006 +1,893	+17%	+$91.1K	0.01%	849
2025 Q1	$600K	Buy	11,113 +450	+4%	+$24.3K	0.01%	762
2024 Q4	$535K	Hold	10,663	–	–	0.01%	627
2024 Q3	$597K	Buy	+10,663	New	+$597K	0.01%	604