Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42
| Closed | -$4.83K | – | 706 |
|
|
2024
Q3 | $4.83K | Buy |
42
+1
| +2% | +$115 | ﹤0.01% | 587 |
|
|
2024
Q2 | $4.14K | Hold |
41
| – | – | ﹤0.01% | 831 |
|
|
2024
Q1 | $4.19K | Buy |
+41
| New | +$4.19K | ﹤0.01% | 764 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$194 | – | 705 |
|
|
2023
Q2 | $194 | Buy |
+2
| New | +$194 | ﹤0.01% | 719 |
|