IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,331
| Closed | -$154K | – | 767 |
|
|
2018
Q1 | $154K | Buy |
1,331
+10
| +0.8% | +$1.16K | 0.04% | 400 |
|
|
2017
Q4 | $172K | Buy |
1,321
+1,200
| +992% | +$156K | 0.05% | 381 |
|
|
2017
Q3 | $15K | Hold |
121
| – | – | 0.01% | 847 |
|
|
2017
Q2 | $347 | Sell |
121
-495
| -80% | -$1.42K | 0.17% | 149 |
|
|
2017
Q1 | $82K | Sell |
616
-46
| -7% | -$6.12K | 0.05% | 314 |
|
|
2016
Q4 | $95K | Buy |
+662
| New | +$95K | 0.07% | 278 |
|