Spire Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.8K | Buy |
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|
2025
Q2 | $31.8K | Buy |
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|
2025
Q1 | $7.04K | Sell |
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|
2024
Q4 | $11.8K | Hold |
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|
2024
Q3 | $12.1K | Buy |
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|
2024
Q2 | $9.39K | Sell |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $6.84K | Sell |
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|
2023
Q3 | $6.25K | Buy |
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|
2023
Q2 | $6.1K | Hold |
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|
2023
Q1 | $6.23K | Hold |
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|
2022
Q4 | $6K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $194K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $215K | Buy |
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