NewEdge Wealth’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 | $591K | Buy |
6,401
+19
| +0.3% | +$1.76K | 0.01% | 663 |
|
2025
Q1 | $624K | Buy |
6,382
+11
| +0.2% | +$1.08K | 0.01% | 582 |
|
2024
Q4 | $713K | Sell |
6,371
-292
| -4% | -$32.7K | 0.01% | 553 |
|
2024
Q3 | $766K | Buy |
6,663
+20
| +0.3% | +$2.3K | 0.01% | 521 |
|
2024
Q2 | $671K | Buy |
6,643
+37
| +0.6% | +$3.74K | 0.01% | 482 |
|
2024
Q1 | $693K | Buy |
6,606
+199
| +3% | +$20.9K | 0.02% | 487 |
|
2023
Q4 | $660K | Sell |
6,407
-2,502
| -28% | -$258K | 0.02% | 463 |
|
2023
Q3 | $807K | Buy |
8,909
+1
| +0% | +$91 | 0.03% | 384 |
|
2023
Q2 | $862K | Sell |
8,908
-15
| -0.2% | -$1.45K | 0.03% | 372 |
|
2023
Q1 | $882K | Buy |
8,923
+146
| +2% | +$14.4K | 0.03% | 326 |
|
2022
Q4 | $887K | Sell |
8,777
-54
| -0.6% | -$5.46K | 0.04% | 303 |
|
2022
Q3 | $796K | Buy |
+8,831
| New | +$796K | 0.04% | 293 |
|