MinichMacGregor Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12
| Closed | -$1K | – | 539 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 454 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 430 |
|
|
2017
Q2 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 424 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 378 |
|
|
2016
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 378 |
|