NovaPoint Capital’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 |
-3,989
| Closed | -$390K | – | 96 |
|
|
2025
Q1 | $390K | Sell |
3,989
-83
| -2% | -$8.12K | 0.12% | 102 |
|
|
2024
Q4 | $456K | Buy |
4,072
+152
| +4% | +$17K | 0.14% | 91 |
|
|
2024
Q3 | $451K | Buy |
3,920
+55
| +1% | +$6.32K | 0.14% | 94 |
|
|
2024
Q2 | $390K | Sell |
3,865
-97
| -2% | -$9.79K | 0.13% | 99 |
|
|
2024
Q1 | $405K | Sell |
3,962
-769
| -16% | -$78.5K | 0.14% | 93 |
|
|
2023
Q4 | $488K | Sell |
4,731
-485
| -9% | -$50K | 0.18% | 88 |
|
|
2023
Q3 | $473K | Buy |
5,216
+824
| +19% | +$74.7K | 0.19% | 88 |
|
|
2023
Q2 | $425K | Buy |
4,392
+35
| +0.8% | +$3.39K | 0.16% | 93 |
|
|
2023
Q1 | $431K | Sell |
4,357
-89
| -2% | -$8.8K | 0.18% | 92 |
|
|
2022
Q4 | $449K | Buy |
4,446
+80
| +2% | +$8.08K | 0.2% | 88 |
|
|
2022
Q3 | $393K | Buy |
+4,366
| New | +$393K | 0.18% | 97 |
|