Jeppson Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Jeppson Wealth Management’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$682K	Hold
2025 Q2	$640K	Sell
2025 Q1	$691K	Buy
2024 Q4	$790K	Hold
2024 Q3	$812K	Hold
2024 Q2	$713K	Sell
2024 Q1	$722K	Buy
2023 Q4	$726K	Buy
2023 Q3	$220K	Buy