Gen-Wealth Partners’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 | $493K | Buy |
5,188
+215
| +4% | +$20.4K | 0.19% | 141 |
|
|
2025
Q1 | $486K | Sell |
4,973
-2
| -0% | -$196 | 0.2% | 137 |
|
|
2024
Q4 | $557K | Buy |
4,975
+203
| +4% | +$22.7K | 0.24% | 114 |
|
|
2024
Q3 | $545K | Sell |
4,772
-43
| -0.9% | -$4.91K | 0.24% | 115 |
|
|
2024
Q2 | $486K | Buy |
4,815
+497
| +12% | +$50.2K | 0.23% | 106 |
|
|
2024
Q1 | $441K | Buy |
+4,318
| New | +$441K | 0.22% | 122 |
|