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San Luis Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

San Luis Wealth Advisors’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-64
Closed -$9K – 206
2022
Q1 		$9K Buy
+64
New +$7.88K ﹤0.01% 372

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San Luis Wealth Advisors's FRT Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2022, closing a stake of 64 shares — an estimated $9K sold.

San Luis Wealth Advisors first reported a position in FRT in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 64 Federal Realty Investment Trust shares in Q2 2022, an estimated $9K.
  • San Luis Wealth Advisors first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Federal Realty Investment Trust position peaked at $9K in Q1 2022.
  • 401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.