Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-800
| Closed | -$103K | – | 640 |
|
|
2019
Q4 | $103K | Hold |
800
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $108K | Hold |
800
| – | – | 0.02% | 183 |
|
|
2019
Q2 | $103K | Hold |
800
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $111K | Hold |
800
| – | – | 0.03% | 173 |
|
|
2018
Q4 | $94K | Hold |
800
| – | – | 0.03% | 188 |
|
|
2018
Q3 | $101K | Hold |
800
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $101K | Hold |
800
| – | – | 0.03% | 192 |
|
|
2018
Q1 | $93K | Hold |
800
| – | – | 0.02% | 166 |
|
|
2017
Q4 | $106K | Hold |
800
| – | – | 0.03% | 168 |
|
|
2017
Q3 | $99K | Hold |
800
| – | – | 0.03% | 170 |
|
|
2017
Q2 | $101K | Hold |
800
| – | – | 0.03% | 168 |
|
|
2017
Q1 | $107K | Hold |
800
| – | – | 0.04% | 161 |
|
|
2016
Q4 | $114K | Hold |
800
| – | – | 0.04% | 144 |
|
|
2016
Q3 | $123K | Hold |
800
| – | – | 0.05% | 125 |
|
|
2016
Q2 | $132K | Hold |
800
| – | – | 0.05% | 123 |
|
|
2016
Q1 | $125K | Hold |
800
| – | – | 0.06% | 121 |
|
|
2015
Q4 | $118K | Hold |
800
| – | – | 0.04% | 130 |
|
|
2015
Q3 | $108K | Hold |
800
| – | – | 0.04% | 130 |
|
|
2015
Q2 | $103K | Hold |
800
| – | – | 0.04% | 141 |
|
|
2015
Q1 | $118K | Hold |
800
| – | – | 0.04% | 127 |
|
|
2014
Q4 | $107K | Hold |
800
| – | – | 0.04% | 133 |
|
|
2014
Q3 | $95K | Hold |
800
| – | – | 0.04% | 134 |
|
|
2014
Q2 | $96K | Hold |
800
| – | – | 0.04% | 137 |
|
|
2014
Q1 | $92K | Hold |
800
| – | – | 0.04% | 136 |
|
|
2013
Q4 | $81K | Hold |
800
| – | – | 0.04% | 136 |
|
|
2013
Q3 | $81K | Hold |
800
| – | – | 0.05% | 110 |
|
|
2013
Q2 | $83K | Buy |
+800
| New | +$83K | 0.06% | 99 |
|