CIM
Contravisory Investment Management’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,359
| Closed | -$488K | – | 400 |
|
|
2024
Q4 | $488K | Hold |
4,359
| – | – | 0.1% | 139 |
|
|
2024
Q3 | $501K | Buy |
+4,359
| New | +$501K | 0.11% | 133 |
|
|
2022
Q3 | – | Sell |
-4,325
| Closed | -$414K | – | 335 |
|
|
2022
Q2 | $414K | Sell |
4,325
-51
| -1% | -$4.88K | 0.13% | 94 |
|
|
2022
Q1 | $534K | Sell |
4,376
-536
| -11% | -$65.4K | 0.15% | 80 |
|
|
2021
Q4 | $670K | Buy |
4,912
+556
| +13% | +$75.8K | 0.18% | 73 |
|
|
2021
Q3 | $514K | Buy |
4,356
+917
| +27% | +$108K | 0.16% | 74 |
|
|
2021
Q2 | $403K | Buy |
+3,439
| New | +$403K | 0.12% | 111 |
|
|
2020
Q1 | – | Sell |
-2,537
| Closed | -$327K | – | 293 |
|
|
2019
Q4 | $327K | Buy |
2,537
+33
| +1% | +$4.25K | 0.12% | 115 |
|
|
2019
Q3 | $341K | Sell |
2,504
-27
| -1% | -$3.68K | 0.13% | 98 |
|
|
2019
Q2 | $326K | Buy |
2,531
+3
| +0.1% | +$386 | 0.13% | 111 |
|
|
2019
Q1 | $348K | Sell |
2,528
-57
| -2% | -$7.85K | 0.13% | 99 |
|
|
2018
Q4 | $305K | Buy |
2,585
+168
| +7% | +$19.8K | 0.13% | 100 |
|
|
2018
Q3 | $306K | Buy |
+2,417
| New | +$306K | 0.11% | 112 |
|