Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$27K | – | 510 |
|
|
2017
Q4 | $27K | Hold |
200
| – | – | ﹤0.01% | 670 |
|
|
2017
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 669 |
|
|
2017
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 676 |
|
|
2017
Q1 | $27K | Hold |
200
| – | – | ﹤0.01% | 704 |
|
|
2016
Q4 | $28K | Hold |
200
| – | – | ﹤0.01% | 705 |
|
|
2016
Q3 | $31K | Hold |
200
| – | – | ﹤0.01% | 702 |
|
|
2016
Q2 | $33K | Sell |
200
-100
| -33% | -$16.5K | ﹤0.01% | 662 |
|
|
2016
Q1 | $47K | Hold |
300
| – | – | ﹤0.01% | 575 |
|
|
2015
Q4 | $44K | Hold |
300
| – | – | ﹤0.01% | 614 |
|
|
2015
Q3 | $41K | Sell |
300
-54
| -15% | -$7.38K | ﹤0.01% | 615 |
|
|
2015
Q2 | $45K | Buy |
354
+54
| +18% | +$6.86K | ﹤0.01% | 658 |
|
|
2015
Q1 | $44K | Buy |
+300
| New | +$44K | ﹤0.01% | 646 |
|