Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,186
| Closed | -$153K | – | 387 |
|
|
2019
Q2 | $153K | Buy |
+1,186
| New | +$153K | 0.02% | 223 |
|
|
2019
Q1 | – | Sell |
-1,434
| Closed | -$169K | – | 371 |
|
|
2018
Q4 | $169K | Buy |
+1,434
| New | +$169K | 0.03% | 190 |
|
|
2017
Q3 | – | Sell |
-1,622
| Closed | -$205K | – | 154 |
|
|
2017
Q2 | $205K | Sell |
1,622
-256
| -14% | -$32.4K | 0.04% | 135 |
|
|
2017
Q1 | $251K | Buy |
+1,878
| New | +$251K | 0.05% | 119 |
|