Dynamic Wealth Strategies’s Federal Realty Investment Trust FRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.8K Sell
156
-147
-49% -$14K 0.01% 181
2025
Q1
$29.6K Buy
+303
New +$29.6K 0.02% 161
2024
Q4
Sell
-125
Closed -$14K 128
2024
Q3
$14K Buy
125
+69
+123% +$7.73K 0.01% 182
2024
Q2
$6K Hold
56
0.01% 217
2024
Q1
$6K Sell
56
-22
-28% -$2.36K 0.01% 222
2023
Q4
$8.04K Buy
+78
New +$8.04K 0.01% 210