Lake Street Private Wealth’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 | $308K | Sell |
6,409
-335
| -5% | -$16.1K | 0.04% | 205 |
|
|
2025
Q1 | $364K | Buy |
6,744
+335
| +5% | +$18.1K | 0.06% | 179 |
|
|
2024
Q4 | $321K | Hold |
6,409
| – | – | 0.05% | 192 |
|
|
2024
Q3 | $359K | Hold |
6,409
| – | – | 0.06% | 197 |
|
|
2024
Q2 | $304K | Hold |
6,409
| – | – | 0.04% | 262 |
|
|
2024
Q1 | $337K | Sell |
6,409
-1,132
| -15% | -$59.5K | 0.05% | 251 |
|
|
2023
Q4 | $397K | Sell |
7,541
-2,704
| -26% | -$142K | 0.06% | 231 |
|
|
2023
Q3 | $488K | Hold |
10,245
| – | – | 0.09% | 186 |
|
|
2023
Q2 | $539K | Sell |
10,245
-2,962
| -22% | -$156K | 0.09% | 176 |
|
|
2023
Q1 | $703K | Buy |
+13,207
| New | +$703K | 0.13% | 153 |
|