Mowery & Schoenfeld 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	–	Sell	-52	Closed	-$5.09K	–	415
2025 Q1	$5.09K	Sell	52 -71	-58%	-$6.95K	0.01%	323
2024 Q4	$13.8K	Buy	123 +13	+12%	+$1.46K	0.03%	199
2024 Q3	$12.6K	Buy	+110	New	+$12.6K	0.02%	165