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Legacy Wealth Asset Management’s First Industrial Realty Trust FR Stock Holding History

Legacy Wealth Asset Management’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Sell
3,416
-103
-3% -$6.38K 0.05% 367
2026
Q1 		$204K Buy
+3,519
New +$209K 0.05% 368
2023
Q4 		– Sell
-9,353
Closed -$445K – 343
2023
Q3 		$445K Buy
9,353
+289
+3% +$14.9K 0.16% 227
2023
Q2 		$477K Buy
9,064
+378
+4% +$19.7K 0.17% 209
2023
Q1 		$462K Buy
8,686
+115
+1% +$5.99K 0.17% 209
2022
Q4 		$414K Buy
8,571
+134
+2% +$6.39K 0.16% 237
2022
Q3 		$378K Sell
8,437
-431
-5% -$21.8K 0.17% 223
2022
Q2 		$421K Buy
8,868
+251
+3% +$13.7K 0.17% 193
2022
Q1 		$533K Buy
8,617
+327
+4% +$19.6K 0.19% 180
2021
Q4 		$549K Sell
8,290
-232
-3% -$14K 0.19% 191
2021
Q3 		$444K Buy
8,522
+33
+0.4% +$1.79K 0.2% 186
2021
Q2 		$443K Sell
8,489
-4
-0% -$201 0.2% 191
2021
Q1 		$389K Sell
8,493
-2,148
-20% -$92.7K 0.18% 211
2020
Q4 		$448K Buy
+10,641
New +$445K 0.23% 169

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EWM
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VCM
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GI
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GXJ
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SOAMC
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EWP
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RDFA
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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return