MV Capital Management’s Federal Realty Investment Trust FRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.08K	Hold	29	–	–	﹤0.01%	692
2025 Q4	$2.92K	Hold	29	–	–	﹤0.01%	669
2025 Q3	$2.94K	Hold	29	–	–	﹤0.01%	664
2025 Q2	$2.75K	Sell	29 -60	-67%	-$5.67K	﹤0.01%	673
2025 Q1	$8.71K	Hold	89	–	–	﹤0.01%	539
2024 Q4	$9.96K	Hold	89	–	–	﹤0.01%	516
2024 Q3	$10.2K	Hold	89	–	–	﹤0.01%	527
2024 Q2	$8.99K	Hold	89	–	–	﹤0.01%	537
2024 Q1	$9.09K	Hold	89	–	–	﹤0.01%	540
2023 Q4	$9.17K	Sell	89 -4	-4%	-$377	﹤0.01%	534
2023 Q3	$8.43K	Buy	93 +4	+4%	+$394	﹤0.01%	533
2023 Q2	$8.61K	Buy	89 +18	+25%	+$1.69K	﹤0.01%	537
2023 Q1	$7.02K	Buy	71 +56	+373%	+$5.86K	﹤0.01%	553
2022 Q4	$1.52K	Sell	15 -8	-35%	-$810	﹤0.01%	626
2022 Q3	$2K	Buy	23 +2	+10%	+$203	﹤0.01%	613
2022 Q2	$2K	Buy	+21	New	+$2.36K	﹤0.01%	620
2020 Q1	–	Sell	-4	Closed	-$1K	–	360
2019 Q4	$1K	Buy	+4	New	+$532	﹤0.01%	348