Fortis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,450
| Closed | -$356K | – | 164 |
|
|
2023
Q4 | $356K | Hold |
3,450
| – | – | 0.19% | 75 |
|
|
2023
Q3 | $313K | Hold |
3,450
| – | – | 0.2% | 73 |
|
|
2023
Q2 | $334K | Sell |
3,450
-300
| -8% | -$29K | 0.2% | 69 |
|
|
2023
Q1 | $371K | Buy |
3,750
+750
| +25% | +$74.1K | 0.2% | 69 |
|
|
2022
Q4 | $303K | Buy |
+3,000
| New | +$303K | 0.18% | 75 |
|