Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Hold |
18
| – | – | ﹤0.01% | 2853 |
|
|
2025
Q1 | $5.28K | Buy |
18
+2
| +13% | +$587 | ﹤0.01% | 2738 |
|
|
2024
Q4 | $1.79K | Hold |
16
| – | – | ﹤0.01% | 2639 |
|
|
2024
Q3 | $1.84K | Buy |
+16
| New | +$1.84K | ﹤0.01% | 2318 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$27K | – | 2828 |
|
|
2021
Q4 | $27K | Hold |
200
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q3 | $24K | Hold |
200
| – | – | ﹤0.01% | 1819 |
|
|
2021
Q2 | $23K | Sell |
200
-12
| -6% | -$1.38K | ﹤0.01% | 1840 |
|
|
2021
Q1 | $23K | Buy |
212
+12
| +6% | +$1.3K | ﹤0.01% | 2001 |
|
|
2020
Q4 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 1910 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$3K | – | 2420 |
|
|
2018
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 2180 |
|