EverSource Wealth Advisors’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 | $65.5K | Buy |
690
+109
| +19% | +$10.4K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $56.8K | Buy |
581
+71
| +14% | +$6.95K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $57.1K | Sell |
510
-35
| -6% | -$3.92K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $62.7K | Hold |
545
| – | – | ﹤0.01% | 974 |
|
|
2024
Q2 | $60.9K | Buy |
545
+3
| +0.6% | +$335 | ﹤0.01% | 1001 |
|
|
2024
Q1 | $56.5K | Buy |
542
+252
| +87% | +$26.3K | ﹤0.01% | 927 |
|
|
2023
Q4 | $29.9K | Sell |
290
-214
| -42% | -$22.1K | ﹤0.01% | 1087 |
|
|
2023
Q3 | $45.7K | Hold |
504
| – | – | ﹤0.01% | 845 |
|
|
2023
Q2 | $48.8K | Buy |
504
+114
| +29% | +$11K | 0.01% | 846 |
|
|
2023
Q1 | $38.5K | Hold |
390
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $39.4K | Buy |
390
+347
| +807% | +$35.1K | 0.01% | 848 |
|
|
2022
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q2 | $5K | Buy |
43
+16
| +59% | +$1.86K | ﹤0.01% | 1260 |
|
|
2022
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 1327 |
|