SWM
FRT icon

Spire Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Spire Wealth Management’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
2026
Q2 		$3.83K Buy
31
+2
+7% +$233 ﹤0.01% 1872
2026
Q1 		$3.08K Sell
29
-143
-83% -$14.9K ﹤0.01% 1949
2025
Q4 		$17.3K Sell
172
-487
-74% -$48K ﹤0.01% 1534
2025
Q3 		$66.8K Buy
659
+324
+97% +$31.3K ﹤0.01% 1140
2025
Q2 		$31.8K Buy
335
+263
+365% +$24.9K ﹤0.01% 1363
2025
Q1 		$7.04K Sell
72
-33
-31% -$3.43K ﹤0.01% 1961
2024
Q4 		$11.8K Hold
105
– – ﹤0.01% 1796
2024
Q3 		$12.1K Buy
105
+12
+13% +$1.34K ﹤0.01% 1589
2024
Q2 		$9.39K Sell
93
-1,017
-92% -$103K ﹤0.01% 1655
2024
Q1 		$113K Buy
1,110
+1,042
+1,532% +$105K ﹤0.01% 953
2023
Q4 		$6.84K Sell
68
-1
-1% -$94 ﹤0.01% 1865
2023
Q3 		$6.25K Buy
69
+6
+10% +$591 ﹤0.01% 1872
2023
Q2 		$6.1K Hold
63
– – ﹤0.01% 1953
2023
Q1 		$6.23K Hold
63
– – ﹤0.01% 1984
2022
Q4 		$6K Hold
63
– – ﹤0.01% 1773
2022
Q3 		$6K Sell
63
-1,967
-97% -$200K ﹤0.01% 1696
2022
Q2 		$194K Buy
+2,030
New +$228K 0.01% 777
2022
Q1 		– Sell
-2,115
Closed -$288K – 2653
2021
Q4 		$288K Buy
2,115
+61
+3% +$7.74K 0.01% 924
2021
Q3 		$242K Hold
2,054
– – 0.01% 848
2021
Q2 		$241K Sell
2,054
-61
-3% -$6.92K 0.01% 867
2021
Q1 		$215K Buy
+2,115
New +$204K 0.01% 1032

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