GCA
Gideon Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,472
| Closed | -$576K | – | 77 |
|
|
2019
Q4 | $576K | Buy |
+4,472
| New | +$576K | 0.2% | 159 |
|
|
2019
Q3 | – | Sell |
-8,003
| Closed | -$1.03M | – | 333 |
|
|
2019
Q2 | $1.03M | Buy |
+8,003
| New | +$1.03M | 0.36% | 110 |
|
|
2019
Q1 | – | Sell |
-15,256
| Closed | -$1.8M | – | 424 |
|
|
2018
Q4 | $1.8M | Buy |
+15,256
| New | +$1.8M | 0.73% | 25 |
|
|
2018
Q2 | – | Sell |
-13,682
| Closed | -$1.59M | – | 408 |
|
|
2018
Q1 | $1.59M | Buy |
+13,682
| New | +$1.59M | 0.98% | 5 |
|
|
2017
Q4 | – | Sell |
-1,702
| Closed | -$211K | – | 331 |
|
|
2017
Q3 | $211K | Buy |
+1,702
| New | +$211K | 0.21% | 247 |
|
|
2017
Q2 | – | Sell |
-7,431
| Closed | -$992K | – | 307 |
|
|
2017
Q1 | $992K | Buy |
+7,431
| New | +$992K | 0.59% | 17 |
|
|
2016
Q4 | – | Sell |
-7,965
| Closed | -$1.23M | – | 423 |
|
|
2016
Q3 | $1.23M | Buy |
+7,965
| New | +$1.23M | 0.74% | 43 |
|
|
2016
Q1 | – | Sell |
-6,386
| Closed | -$933K | – | 175 |
|
|
2015
Q4 | $933K | Buy |
+6,386
| New | +$933K | 0.68% | 57 |
|
|
2015
Q1 | – | Sell |
-10,810
| Closed | -$1.44M | – | 258 |
|
|
2014
Q4 | $1.44M | Buy |
+10,810
| New | +$1.44M | 0.68% | 44 |
|
|
2014
Q3 | – | Sell |
-4,942
| Closed | -$598K | – | 307 |
|
|
2014
Q2 | $598K | Buy |
+4,942
| New | +$598K | 0.22% | 140 |
|