San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $289K | Buy |
2,465
+90
| +4% | +$10.6K | 0.15% | 155 |
|
|
2021
Q1 | $241K | Buy |
2,375
+565
| +31% | +$57.3K | 0.1% | 197 |
|
|
2020
Q4 | $154K | Hold |
1,810
| – | – | 0.07% | 237 |
|
|
2020
Q3 | $133K | Hold |
1,810
| – | – | 0.07% | 230 |
|
|
2020
Q2 | $154K | Buy |
+1,810
| New | +$154K | 0.08% | 207 |
|
|
2020
Q1 | – | Sell |
-405
| Closed | -$52K | – | 915 |
|
|
2019
Q4 | $52K | Buy |
405
+40
| +11% | +$5.14K | 0.02% | 357 |
|
|
2019
Q3 | $50K | Buy |
+365
| New | +$50K | 0.02% | 362 |
|