J.P. Morgan Private Wealth Advisors’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
Q3 | $277K | Sell |
3,056
-135
| -4% | -$12.2K | ﹤0.01% | 1514 |
|
|
2023
Q2 | $309K | Sell |
3,191
-498
| -13% | -$48.2K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $365K | Sell |
3,689
-4,104
| -53% | -$406K | ﹤0.01% | 1600 |
|
|
2022
Q4 | $787K | Sell |
7,793
-270
| -3% | -$27.3K | ﹤0.01% | 1264 |
|
|
2022
Q3 | $727K | Sell |
8,063
-60
| -0.7% | -$5.41K | ﹤0.01% | 1295 |
|
|
2022
Q2 | $778K | Sell |
8,123
-34
| -0.4% | -$3.26K | ﹤0.01% | 1259 |
|
|
2022
Q1 | $996K | Buy |
+8,157
| New | +$996K | ﹤0.01% | 1224 |
|
|
2021
Q4 | – | Sell |
-4,387
| Closed | -$518K | – | 2011 |
|
|
2021
Q3 | $518K | Sell |
4,387
-2,291
| -34% | -$271K | ﹤0.01% | 1486 |
|
|
2021
Q2 | $782K | Sell |
6,678
-2,060
| -24% | -$241K | ﹤0.01% | 1303 |
|
|
2021
Q1 | $887K | Buy |
+8,738
| New | +$887K | ﹤0.01% | 1097 |
|
|
2020
Q2 | – | Sell |
-10,651
| Closed | -$795K | – | 1566 |
|
|
2020
Q1 | $795K | Buy |
10,651
+832
| +8% | +$62.1K | ﹤0.01% | 783 |
|
|
2019
Q4 | $1.26M | Buy |
9,819
+1,246
| +15% | +$160K | 0.01% | 716 |
|
|
2019
Q3 | $1.17M | Buy |
8,573
+335
| +4% | +$45.6K | 0.01% | 706 |
|
|
2019
Q2 | $1.06M | Sell |
8,238
-604
| -7% | -$77.8K | 0.01% | 736 |
|
|
2019
Q1 | $1.22M | Sell |
8,842
-48
| -0.5% | -$6.62K | 0.01% | 731 |
|
|
2018
Q4 | $1.05M | Buy |
8,890
+31
| +0.3% | +$3.66K | 0.01% | 741 |
|
|
2018
Q3 | $1.12M | Sell |
8,859
-107
| -1% | -$13.5K | 0.01% | 790 |
|
|
2018
Q2 | $1.14M | Buy |
+8,966
| New | +$1.14M | 0.01% | 734 |
|