EverSource Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.5K | Buy |
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|
2025
Q1 | $56.8K | Buy |
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|
2024
Q4 | $57.1K | Sell |
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|
2024
Q3 | $62.7K | Hold |
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|
2024
Q2 | $60.9K | Buy |
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|
2024
Q1 | $56.5K | Buy |
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|
2023
Q4 | $29.9K | Sell |
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|
2023
Q3 | $45.7K | Hold |
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|
2023
Q2 | $48.8K | Buy |
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|
2023
Q1 | $38.5K | Hold |
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|
2022
Q4 | $39.4K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Buy |
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