Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-53
| Closed | -$8K | – | 919 |
|
|
2016
Q4 | $8K | Buy |
+53
| New | +$8K | 0.01% | 618 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$12K | – | 918 |
|
|
2015
Q4 | $12K | Buy |
+80
| New | +$12K | 0.01% | 537 |
|
|
2014
Q3 | – | Sell |
-19
| Closed | -$2K | – | 809 |
|
|
2014
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 760 |
|
|
2014
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 554 |
|
|
2013
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 623 |
|
|
2013
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 553 |
|
|
2013
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 537 |
|