Inspire Investing’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-13,140
| Closed | -$1.19M | – | 802 |
|
2023
Q3 | $1.19M | Buy |
13,140
+1,380
| +12% | +$125K | 0.15% | 180 |
|
2023
Q2 | $1.14M | Buy |
11,760
+782
| +7% | +$75.7K | 0.14% | 170 |
|
2023
Q1 | $1.08M | Buy |
10,978
+8
| +0.1% | +$791 | 0.14% | 145 |
|
2022
Q4 | $1.11M | Buy |
10,970
+4,842
| +79% | +$489K | 0.14% | 145 |
|
2022
Q3 | $552K | Sell |
6,128
-93
| -1% | -$8.38K | 0.08% | 184 |
|
2022
Q2 | $596K | Sell |
6,221
-1,237
| -17% | -$119K | 0.08% | 197 |
|
2022
Q1 | $910K | Sell |
7,458
-5,997
| -45% | -$732K | 0.11% | 176 |
|
2021
Q4 | $1.83M | Buy |
+13,455
| New | +$1.83M | 0.21% | 118 |
|
2020
Q2 | – | Sell |
-704
| Closed | -$53K | – | 598 |
|
2020
Q1 | $53K | Buy |
+704
| New | +$53K | 0.02% | 543 |
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 382 |
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 917 |
|