Simplicity Solutions’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,503
| Closed | -$253K | – | 1184 |
|
|
2022
Q4 | $253K | Sell |
2,503
-1,023
| -29% | -$103K | 0.03% | 532 |
|
|
2022
Q3 | $318K | Buy |
3,526
+688
| +24% | +$62K | 0.05% | 439 |
|
|
2022
Q2 | $272K | Buy |
2,838
+184
| +7% | +$17.6K | 0.04% | 463 |
|
|
2022
Q1 | $324K | Buy |
+2,654
| New | +$324K | 0.04% | 422 |
|
|
2021
Q1 | – | Sell |
-3,206
| Closed | -$273K | – | 661 |
|
|
2020
Q4 | $273K | Buy |
3,206
+12
| +0.4% | +$1.02K | ﹤0.01% | 801 |
|
|
2020
Q3 | $235K | Buy |
+3,194
| New | +$235K | ﹤0.01% | 780 |
|