Proficio Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-20
| Closed | -$3K | – | 655 |
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1388 |
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 1241 |
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1007 |
|
2018
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 1034 |
|
2018
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1073 |
|
2018
Q1 | $2K | Sell |
20
-35
| -64% | -$3.5K | ﹤0.01% | 1121 |
|
2017
Q4 | $7K | Sell |
55
-67
| -55% | -$8.53K | ﹤0.01% | 896 |
|
2017
Q3 | $15K | Buy |
122
+54
| +79% | +$6.64K | 0.01% | 664 |
|
2017
Q2 | $9K | Buy |
68
+46
| +209% | +$6.09K | ﹤0.01% | 822 |
|
2017
Q1 | $3K | Sell |
22
-22
| -50% | -$3K | ﹤0.01% | 1071 |
|
2016
Q4 | $6K | Hold |
44
| – | – | ﹤0.01% | 712 |
|
2016
Q3 | $7K | Hold |
44
| – | – | ﹤0.01% | 648 |
|
2016
Q2 | $7K | Buy |
44
+16
| +57% | +$2.55K | ﹤0.01% | 635 |
|
2016
Q1 | $4K | Sell |
28
-38
| -58% | -$5.43K | ﹤0.01% | 563 |
|
2015
Q4 | $10K | Buy |
+66
| New | +$10K | 0.01% | 273 |
|