Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-110
| Closed | -$17K | – | 513 |
|
|
2016
Q3 | $17K | Hold |
110
| – | – | 0.01% | 638 |
|
|
2016
Q2 | $18K | Hold |
110
| – | – | 0.01% | 614 |
|
|
2016
Q1 | $17K | Sell |
110
-65
| -37% | -$10K | 0.01% | 582 |
|
|
2015
Q4 | $26K | Hold |
175
| – | – | 0.01% | 520 |
|
|
2015
Q3 | $24K | Hold |
175
| – | – | 0.01% | 527 |
|
|
2015
Q2 | $22K | Hold |
175
| – | – | 0.01% | 574 |
|
|
2015
Q1 | $25K | Buy |
+175
| New | +$25K | 0.01% | 513 |
|