KWA
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Kingswood Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Kingswood 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
2025
Q1 		– Sell
-3,022
Closed -$338K – 764
2024
Q4 		$338K Buy
+3,022
New +$338K 0.03% 565