Mission 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
2024 Q4	–	Sell	-2,013	Closed	-$231K	–	640
2024 Q3	$231K	Buy	+2,013	New	+$231K	0.01%	574
2021 Q4	–	Sell	-1,750	Closed	-$206K	–	516
2021 Q3	$206K	Hold	1,750	–	–	0.01%	462
2021 Q2	$205K	Buy	+1,750	New	+$205K	0.01%	455