Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,500
| Closed | -$1.29M | – | 631 |
|
|
2024
Q4 | $1.29M | Hold |
11,500
| – | – | 0.06% | 246 |
|
|
2024
Q3 | $1.32M | Buy |
+11,500
| New | +$1.32M | 0.07% | 231 |
|
|
2024
Q2 | – | Sell |
-11,617
| Closed | -$1.19M | – | 372 |
|
|
2024
Q1 | $1.19M | Buy |
11,617
+1,820
| +19% | +$186K | 0.2% | 86 |
|
|
2023
Q4 | $1.01M | Buy |
+9,797
| New | +$1.01M | 0.06% | 262 |
|