Monetary Management Group’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 | $356K | Hold |
3,750
| – | – | 0.09% | 163 |
|
|
2025
Q1 | $367K | Hold |
3,750
| – | – | 0.1% | 156 |
|
|
2024
Q4 | $420K | Hold |
3,750
| – | – | 0.11% | 148 |
|
|
2024
Q3 | $431K | Hold |
3,750
| – | – | 0.11% | 155 |
|
|
2024
Q2 | $379K | Hold |
3,750
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $383K | Hold |
3,750
| – | – | 0.11% | 155 |
|
|
2023
Q4 | $386K | Hold |
3,750
| – | – | 0.12% | 144 |
|
|
2023
Q3 | $340K | Hold |
3,750
| – | – | 0.11% | 150 |
|
|
2023
Q2 | $363K | Hold |
3,750
| – | – | 0.11% | 154 |
|
|
2023
Q1 | $371K | Hold |
3,750
| – | – | 0.11% | 153 |
|
|
2022
Q4 | $379K | Sell |
3,750
-700
| -16% | -$70.7K | 0.12% | 146 |
|
|
2022
Q3 | $401K | Hold |
4,450
| – | – | 0.13% | 137 |
|
|
2022
Q2 | $426K | Hold |
4,450
| – | – | 0.13% | 129 |
|
|
2022
Q1 | $543K | Sell |
4,450
-500
| -10% | -$61K | 0.14% | 121 |
|
|
2021
Q4 | $675K | Sell |
4,950
-600
| -11% | -$81.8K | 0.17% | 107 |
|
|
2021
Q3 | $655K | Hold |
5,550
| – | – | 0.18% | 103 |
|
|
2021
Q2 | $650K | Hold |
5,550
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $563K | Hold |
5,550
| – | – | 0.18% | 109 |
|
|
2020
Q4 | $472K | Buy |
5,550
+2,800
| +102% | +$238K | 0.16% | 111 |
|
|
2020
Q3 | $202K | Buy |
+2,750
| New | +$202K | 0.07% | 153 |
|
|
2020
Q1 | – | Sell |
-675
| Closed | -$87K | – | 281 |
|
|
2019
Q4 | $87K | Hold |
675
| – | – | 0.03% | 203 |
|
|
2019
Q3 | $92K | Buy |
+675
| New | +$92K | 0.03% | 205 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$13K | – | 316 |
|
|
2017
Q1 | $13K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2016
Q4 | $14K | Hold |
100
| – | – | 0.01% | 283 |
|
|
2016
Q3 | $15K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2016
Q2 | $17K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $16K | Hold |
100
| – | – | 0.01% | 286 |
|
|
2015
Q4 | $15K | Hold |
100
| – | – | 0.01% | 295 |
|
|
2015
Q3 | $14K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2015
Q2 | $13K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2015
Q1 | $15K | Hold |
100
| – | – | 0.01% | 332 |
|
|
2014
Q4 | $13K | Hold |
100
| – | – | 0.01% | 346 |
|
|
2014
Q3 | $12K | Sell |
100
-100
| -50% | -$12K | 0.01% | 339 |
|
|
2014
Q2 | $24K | Sell |
200
-50
| -20% | -$6K | 0.01% | 308 |
|
|
2014
Q1 | $29K | Buy |
+250
| New | +$29K | 0.01% | 260 |
|