RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-127
| Closed | -$16.1K | – | 238 |
|
|
2018
Q3 | $16.1K | Hold |
127
| – | – | 0.01% | 206 |
|
|
2018
Q2 | $16.1K | Hold |
127
| – | – | 0.01% | 188 |
|
|
2018
Q1 | $14.7K | Hold |
127
| – | – | 0.01% | 214 |
|
|
2017
Q4 | $16.9K | Sell |
127
-19
| -13% | -$2.52K | 0.01% | 220 |
|
|
2017
Q3 | $18.1K | Hold |
146
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $18.5K | Hold |
146
| – | – | 0.02% | 244 |
|
|
2017
Q1 | $19.5K | Hold |
146
| – | – | 0.02% | 213 |
|
|
2016
Q4 | $20.7K | Hold |
146
| – | – | 0.02% | 185 |
|
|
2016
Q3 | $22.5K | Sell |
146
-146
| -50% | -$22.5K | 0.02% | 164 |
|
|
2016
Q2 | $48.4K | Buy |
292
+146
| +100% | +$24.2K | 0.02% | 129 |
|
|
2016
Q1 | $22.8K | Hold |
146
| – | – | 0.02% | 176 |
|
|
2015
Q4 | $21.3K | Buy |
+146
| New | +$21.3K | 0.02% | 141 |
|