GW Henssler & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,627
| Closed | -$494K | – | 208 |
|
|
2020
Q1 | $494K | Sell |
6,627
-182
| -3% | -$13.6K | 0.05% | 99 |
|
|
2019
Q4 | $877K | Buy |
6,809
+909
| +15% | +$117K | 0.07% | 89 |
|
|
2019
Q3 | $803K | Buy |
+5,900
| New | +$803K | 0.07% | 89 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 91 |
|
|
2018
Q1 | – | Hold |
0
| – | -$244K | – | 135 |
|
|
2017
Q4 | – | Hold |
0
| – | -$222K | – | 127 |
|
|
2017
Q3 | – | Hold |
0
| – | -$226K | – | 128 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 128 |
|