Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $222K | Buy |
2,297
+2
| +0.1% | +$194 | 0.13% | 148 |
|
|
2023
Q1 | $227K | Buy |
2,295
+116
| +5% | +$11.5K | 0.13% | 144 |
|
|
2022
Q4 | $220K | Sell |
2,179
-70
| -3% | -$7.07K | 0.12% | 139 |
|
|
2022
Q3 | $203K | Buy |
2,249
+139
| +7% | +$12.5K | 0.11% | 154 |
|
|
2022
Q2 | $202K | Buy |
2,110
+201
| +11% | +$19.2K | 0.09% | 168 |
|
|
2022
Q1 | $233K | Buy |
+1,909
| New | +$233K | 0.09% | 162 |
|