Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,078
| Closed | -$201K | – | 972 |
|
|
2023
Q2 | $201K | Buy |
+2,078
| New | +$201K | ﹤0.01% | 863 |
|
|
2023
Q1 | – | Sell |
-2,001
| Closed | -$202K | – | 848 |
|
|
2022
Q4 | $202K | Buy |
+2,001
| New | +$202K | 0.01% | 730 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$244K | – | 622 |
|
|
2022
Q1 | $244K | Buy |
+2,000
| New | +$244K | 0.01% | 562 |
|