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Dogwood Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Dogwood Wealth Management’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
117
+15
+15% +$1.75K 0.01% 313
2026
Q1 		$10.8K Buy
102
+10
+11% +$1.04K ﹤0.01% 328
2025
Q4 		$9.27K Buy
92
+57
+163% +$5.61K ﹤0.01% 305
2025
Q3 		$3.55K Sell
35
-40
-53% -$3.87K ﹤0.01% 449
2025
Q2 		$7.06K Buy
+75
New +$7.09K ﹤0.01% 347

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