Northwest & Ethical Investments’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 | $380K | Hold |
4,000
| – | – | 0.01% | 421 |
|
|
2025
Q1 | $391K | Buy |
4,000
+373
| +10% | +$36.5K | 0.01% | 407 |
|
|
2024
Q4 | $406K | Sell |
3,627
-174
| -5% | -$19.5K | 0.01% | 357 |
|
|
2024
Q3 | $437K | Hold |
3,801
| – | – | 0.01% | 367 |
|
|
2024
Q2 | $384K | Sell |
3,801
-405
| -10% | -$40.9K | 0.01% | 350 |
|
|
2024
Q1 | $430K | Sell |
4,206
-71
| -2% | -$7.25K | 0.01% | 344 |
|
|
2023
Q4 | $441K | Sell |
4,277
-252
| -6% | -$26K | 0.01% | 320 |
|
|
2023
Q3 | $410K | Sell |
4,529
-129
| -3% | -$11.7K | 0.01% | 331 |
|
|
2023
Q2 | $451K | Buy |
4,658
+279
| +6% | +$27K | 0.01% | 331 |
|
|
2023
Q1 | $433K | Sell |
4,379
-210
| -5% | -$20.8K | 0.01% | 347 |
|
|
2022
Q4 | $464K | Hold |
4,589
| – | – | 0.02% | 344 |
|
|
2022
Q3 | $414K | Hold |
4,589
| – | – | 0.02% | 359 |
|
|
2022
Q2 | $439K | Hold |
4,589
| – | – | 0.02% | 358 |
|
|
2022
Q1 | $560K | Sell |
4,589
-235
| -5% | -$28.7K | 0.02% | 342 |
|
|
2021
Q4 | $658K | Sell |
4,824
-260
| -5% | -$35.4K | 0.02% | 330 |
|
|
2021
Q3 | $600K | Hold |
5,084
| – | – | 0.02% | 331 |
|
|
2021
Q2 | $596K | Sell |
5,084
-3,311
| -39% | -$388K | 0.02% | 341 |
|
|
2021
Q1 | $852K | Buy |
+8,395
| New | +$852K | 0.03% | 336 |
|