Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,537
| Closed | -$170K | – | 889 |
|
|
2024
Q4 | $170K | Sell |
1,537
-88
| -5% | -$9.76K | 0.02% | 309 |
|
|
2024
Q3 | $186K | Sell |
1,625
-98
| -6% | -$11.2K | 0.03% | 298 |
|
|
2024
Q2 | $174K | Buy |
+1,723
| New | +$174K | 0.03% | 283 |
|
|
2023
Q4 | $175K | Sell |
1,697
-818
| -33% | -$84.3K | 0.03% | 278 |
|
|
2023
Q3 | $254K | Sell |
2,515
-4
| -0.2% | -$404 | 0.09% | 147 |
|
|
2023
Q2 | $243K | Sell |
2,519
-700
| -22% | -$67.5K | 0.07% | 167 |
|
|
2023
Q1 | $307K | Buy |
3,219
+704
| +28% | +$67.2K | 0.1% | 155 |
|
|
2022
Q4 | $254K | Buy |
+2,515
| New | +$254K | 0.09% | 151 |
|