KFS
Kaizen Financial Strategies’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
2,294
+99
| +5% | +$9.4K | 0.11% | 139 |
|
|
2025
Q1 | $215K | Buy |
2,195
+23
| +1% | +$2.25K | 0.12% | 127 |
|
|
2024
Q4 | $243K | Buy |
2,172
+21
| +1% | +$2.35K | 0.14% | 110 |
|
|
2024
Q3 | $247K | Hold |
2,151
| – | – | 0.14% | 118 |
|
|
2024
Q2 | $245K | Buy |
2,151
+45
| +2% | +$5.13K | 0.15% | 109 |
|
|
2024
Q1 | $215K | Buy |
2,106
+22
| +1% | +$2.25K | 0.15% | 112 |
|
|
2023
Q4 | $215K | Sell |
2,084
-496
| -19% | -$51.1K | 0.16% | 105 |
|
|
2023
Q3 | $234K | Buy |
2,580
+25
| +1% | +$2.27K | 0.2% | 91 |
|
|
2023
Q2 | $255K | Buy |
2,555
+25
| +1% | +$2.49K | 0.22% | 89 |
|
|
2023
Q1 | $250K | Buy |
2,530
+20
| +0.8% | +$1.98K | 0.25% | 79 |
|
|
2022
Q4 | $274K | Buy |
2,510
+221
| +10% | +$24.1K | 0.27% | 82 |
|
|
2022
Q3 | $206K | Buy |
2,289
+19
| +0.8% | +$1.71K | 0.21% | 105 |
|
|
2022
Q2 | $217K | Buy |
2,270
+19
| +0.8% | +$1.82K | 0.21% | 110 |
|
|
2022
Q1 | $275K | Buy |
+2,251
| New | +$275K | 0.22% | 112 |
|
|
2021
Q4 | – | Sell |
-2,590
| Closed | -$306K | – | 145 |
|
|
2021
Q3 | $306K | Buy |
+2,590
| New | +$306K | 0.25% | 98 |
|