Friedberg Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,510
| Closed | -$1.54M | – | 89 |
|
|
2017
Q1 | $1.54M | Sell |
11,510
-6,940
| -38% | -$926K | 0.65% | 55 |
|
|
2016
Q4 | $2.62M | Sell |
18,450
-2,100
| -10% | -$298K | 1.2% | 32 |
|
|
2016
Q3 | $3.16M | Sell |
20,550
-470
| -2% | -$72.3K | 1.36% | 28 |
|
|
2016
Q2 | $3.48M | Hold |
21,020
| – | – | 1.64% | 21 |
|
|
2016
Q1 | $3.28M | Sell |
21,020
-700
| -3% | -$109K | 1.64% | 22 |
|
|
2015
Q4 | $3.17M | Sell |
21,720
-6,000
| -22% | -$877K | 1.55% | 22 |
|
|
2015
Q3 | $3.78M | Buy |
27,720
+2,500
| +10% | +$341K | 1.8% | 17 |
|
|
2015
Q2 | $3.23M | Hold |
25,220
| – | – | 1.22% | 26 |
|
|
2015
Q1 | $3.71M | Sell |
25,220
-500
| -2% | -$73.6K | 1.35% | 25 |
|
|
2014
Q4 | $3.43M | Sell |
25,720
-10
| -0% | -$1.33K | 1.35% | 26 |
|
|
2014
Q3 | $3.05M | Hold |
25,730
| – | – | 1.17% | 36 |
|
|
2014
Q2 | $3.11M | Hold |
25,730
| – | – | 1.14% | 38 |
|
|
2014
Q1 | $2.95M | Hold |
25,730
| – | – | 1.15% | 33 |
|
|
2013
Q4 | $2.61M | Sell |
25,730
-120
| -0.5% | -$12.2K | 1.06% | 38 |
|
|
2013
Q3 | $2.62M | Buy |
25,850
+340
| +1% | +$34.5K | 1.14% | 35 |
|
|
2013
Q2 | $2.64M | Buy |
+25,510
| New | +$2.64M | 1.19% | 34 |
|