GeoWealth Management’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,747
| Closed | -$472K | – | 1244 |
|
|
2025
Q1 | $472K | Sell |
8,747
-2
| -0% | -$108 | 0.02% | 431 |
|
|
2024
Q4 | $439K | Buy |
8,749
+178
| +2% | +$8.92K | 0.01% | 499 |
|
|
2024
Q3 | $480K | Buy |
8,571
+9
| +0.1% | +$504 | 0.02% | 475 |
|
|
2024
Q2 | $407K | Hold |
8,562
| – | – | 0.02% | 489 |
|
|
2024
Q1 | $450K | Buy |
+8,562
| New | +$450K | 0.02% | 469 |
|