Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-281
| Closed | -$39K | – | 1161 |
|
|
2019
Q1 | $39K | Sell |
281
-1
| -0.4% | -$139 | 0.01% | 606 |
|
|
2018
Q4 | $33K | Buy |
282
+36
| +15% | +$4.21K | 0.01% | 587 |
|
|
2018
Q3 | $31K | Sell |
246
-3
| -1% | -$378 | 0.01% | 680 |
|
|
2018
Q2 | $32K | Sell |
249
-8
| -3% | -$1.03K | 0.01% | 682 |
|
|
2018
Q1 | $30K | Buy |
257
+57
| +29% | +$6.65K | 0.01% | 674 |
|
|
2017
Q4 | $27K | Buy |
200
+41
| +26% | +$5.54K | ﹤0.01% | 775 |
|
|
2017
Q3 | $20K | Buy |
159
+28
| +21% | +$3.52K | ﹤0.01% | 862 |
|
|
2017
Q2 | $17K | Buy |
131
+64
| +96% | +$8.31K | ﹤0.01% | 893 |
|
|
2017
Q1 | $9K | Buy |
+67
| New | +$9K | ﹤0.01% | 1057 |
|