Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.5K | Hold |
700
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $68.5K | Hold |
700
| – | – | 0.03% | 199 |
|
|
2024
Q4 | $78.4K | Hold |
700
| – | – | 0.03% | 189 |
|
|
2024
Q3 | $80.5K | Hold |
700
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $70.7K | Hold |
700
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $71.5K | Hold |
700
| – | – | 0.04% | 193 |
|
|
2023
Q4 | $63.4K | Buy |
+700
| New | +$63.4K | 0.04% | 190 |
|