JWA
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JFS Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

JFS Wealth Advisors’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$103 – 2009
2024
Q1 		$103 Sell
1
-4
-80% -$412 ﹤0.01% 1948
2023
Q4 		$516 Buy
+5
New +$516 ﹤0.01% 1799