Ellevest Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-876
| Closed | -$86.6K | – | 831 |
|
|
2023
Q1 | $86.6K | Sell |
876
-94
| -10% | -$9.29K | 0.01% | 483 |
|
|
2022
Q4 | $98K | Sell |
970
-92
| -9% | -$9.3K | 0.01% | 444 |
|
|
2022
Q3 | $96K | Buy |
1,062
+84
| +9% | +$7.59K | 0.01% | 425 |
|
|
2022
Q2 | $94K | Sell |
978
-772
| -44% | -$74.2K | 0.01% | 427 |
|
|
2022
Q1 | $214K | Buy |
1,750
+500
| +40% | +$61.1K | 0.02% | 309 |
|
|
2021
Q4 | $170K | Buy |
1,250
+218
| +21% | +$29.6K | 0.02% | 314 |
|
|
2021
Q3 | $122K | Buy |
1,032
+393
| +62% | +$46.5K | 0.01% | 355 |
|
|
2021
Q2 | $75K | Sell |
639
-552
| -46% | -$64.8K | 0.01% | 411 |
|
|
2021
Q1 | $121K | Sell |
1,191
-7
| -0.6% | -$711 | 0.01% | 314 |
|
|
2020
Q4 | $102K | Buy |
1,198
+1,163
| +3,323% | +$99K | 0.01% | 307 |
|
|
2020
Q3 | $3K | Sell |
35
-3
| -8% | -$257 | ﹤0.01% | 836 |
|
|
2020
Q2 | $3K | Buy |
38
+2
| +6% | +$158 | ﹤0.01% | 818 |
|
|
2020
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 704 |
|