Global Retirement 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 | $32.7K | Buy |
+345
| New | +$32.7K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $161K | Buy |
1,436
+142
| +11% | +$15.9K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $149K | Buy |
1,294
+199
| +18% | +$22.9K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $111K | Sell |
1,095
-44
| -4% | -$4.44K | ﹤0.01% | 1137 |
|
|
2024
Q1 | $116K | Sell |
1,139
-11
| -1% | -$1.12K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $117K | Buy |
1,150
+416
| +57% | +$42.4K | ﹤0.01% | 966 |
|
|
2023
Q3 | $64.4K | Sell |
734
-25
| -3% | -$2.19K | ﹤0.01% | 1142 |
|
|
2023
Q2 | $73.4K | Buy |
759
+44
| +6% | +$4.26K | ﹤0.01% | 1084 |
|
|
2023
Q1 | $68.7K | Buy |
715
+655
| +1,092% | +$63K | ﹤0.01% | 1088 |
|
|
2022
Q4 | $6.06K | Hold |
60
| – | – | ﹤0.01% | 1959 |
|
|
2022
Q3 | $6K | Buy |
60
+10
| +20% | +$1K | ﹤0.01% | 1856 |
|
|
2022
Q2 | $5K | Sell |
50
-22
| -31% | -$2.2K | ﹤0.01% | 1877 |
|
|
2022
Q1 | $8K | Buy |
+72
| New | +$8K | ﹤0.01% | 1703 |
|
|
2021
Q4 | – | Sell |
-104
| Closed | -$12K | – | 791 |
|
|
2021
Q3 | $12K | Buy |
104
+53
| +104% | +$6.12K | ﹤0.01% | 1363 |
|
|
2021
Q2 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 1516 |
|
|
2017
Q2 | – | Sell |
-36
| Closed | -$5K | – | 1146 |
|
|
2017
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 904 |
|
|
2016
Q4 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 841 |
|