Lombard Odier Asset Management (Switzerland)’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,124
| Closed | -$229K | – | 214 |
|
|
2020
Q3 | $229K | Buy |
+3,124
| New | +$229K | 0.02% | 340 |
|
|
2019
Q2 | – | Sell |
-1,694
| Closed | -$234K | – | 352 |
|
|
2019
Q1 | $234K | Hold |
1,694
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $200K | Buy |
+1,694
| New | +$200K | 0.02% | 314 |
|
|
2017
Q3 | – | Sell |
-18,075
| Closed | -$2.28M | – | 367 |
|
|
2017
Q2 | $2.28M | Sell |
18,075
-1,402
| -7% | -$177K | 0.26% | 78 |
|
|
2017
Q1 | $2.6M | Buy |
+19,477
| New | +$2.6M | 0.29% | 77 |
|
|
2014
Q4 | – | Sell |
-4,700
| Closed | -$560K | – | 504 |
|
|
2014
Q3 | $560K | Buy |
+4,700
| New | +$560K | 0.01% | 666 |
|