Kingswood Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Hold |
14,932
| – | – | 0.06% | 326 |
|
|
2025
Q1 | $806K | Sell |
14,932
-1,887
| -11% | -$102K | 0.07% | 293 |
|
|
2024
Q4 | $843K | Buy |
16,819
+71
| +0.4% | +$3.56K | 0.06% | 311 |
|
|
2024
Q3 | $938K | Sell |
16,748
-750
| -4% | -$42K | 0.07% | 308 |
|
|
2024
Q2 | $831K | Buy |
17,498
+7,500
| +75% | +$356K | 0.07% | 269 |
|
|
2024
Q1 | $525K | Sell |
9,998
-10,410
| -51% | -$547K | 0.06% | 334 |
|
|
2023
Q4 | $1.07M | Buy |
+20,408
| New | +$1.07M | 0.12% | 183 |
|
|
2023
Q3 | – | Sell |
-20,141
| Closed | -$1.06M | – | 453 |
|
|
2023
Q2 | $1.06M | Buy |
+20,141
| New | +$1.06M | 0.34% | 75 |
|