Modera 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
Q2 | $244K | Sell |
2,566
-70
| -3% | -$6.65K | ﹤0.01% | 579 |
|
|
2025
Q1 | $258K | Hold |
2,636
| – | – | ﹤0.01% | 539 |
|
|
2024
Q4 | $295K | Hold |
2,636
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $303K | Sell |
2,636
-133
| -5% | -$15.3K | ﹤0.01% | 490 |
|
|
2024
Q2 | $280K | Sell |
2,769
-69
| -2% | -$6.97K | ﹤0.01% | 493 |
|
|
2024
Q1 | $290K | Buy |
2,838
+125
| +5% | +$12.8K | ﹤0.01% | 487 |
|
|
2023
Q4 | $280K | Buy |
2,713
+70
| +3% | +$7.21K | ﹤0.01% | 481 |
|
|
2023
Q3 | $240K | Buy |
2,643
+77
| +3% | +$6.98K | ﹤0.01% | 491 |
|
|
2023
Q2 | $248K | Buy |
+2,566
| New | +$248K | ﹤0.01% | 490 |
|