Revisor Wealth Management’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 | $534K | Buy |
5,575
+1,477
| +36% | +$141K | 0.19% | 125 |
|
|
2025
Q1 | $401K | Buy |
4,098
+1,990
| +94% | +$195K | 0.18% | 143 |
|
|
2024
Q4 | $236K | Sell |
2,108
-747
| -26% | -$83.5K | 0.22% | 101 |
|
|
2024
Q3 | $328K | Sell |
2,855
-85
| -3% | -$9.77K | 0.21% | 113 |
|
|
2024
Q2 | $297K | Sell |
2,940
-2,016
| -41% | -$204K | 0.21% | 117 |
|
|
2024
Q1 | $508K | Buy |
4,956
+2,577
| +108% | +$264K | 0.23% | 113 |
|
|
2023
Q4 | $245K | Sell |
2,379
-734
| -24% | -$75.6K | 0.28% | 103 |
|
|
2023
Q3 | $282K | Buy |
3,113
+492
| +19% | +$44.6K | 0.24% | 112 |
|
|
2023
Q2 | $254K | Sell |
2,621
-6
| -0.2% | -$581 | 0.23% | 133 |
|
|
2023
Q1 | $260K | Buy |
+2,627
| New | +$260K | 0.24% | 128 |
|