InceptionR’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 | $1.62M | Buy |
+17,250
| New | +$1.62M | 0.37% | 50 |
|
2025
Q1 | – | Sell |
-21,317
| Closed | -$2.39M | – | 657 |
|
2024
Q4 | $2.39M | Buy |
21,317
+14,935
| +234% | +$1.67M | 0.53% | 4 |
|
2024
Q3 | $727K | Buy |
+6,382
| New | +$727K | 0.18% | 228 |
|
2024
Q1 | – | Sell |
-2,100
| Closed | -$216K | – | 635 |
|
2023
Q4 | $216K | Sell |
2,100
-860
| -29% | -$88.6K | 0.15% | 291 |
|
2023
Q3 | $268K | Buy |
+2,960
| New | +$268K | 0.15% | 286 |
|