Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8K | Buy |
335
+263
| +365% | +$25K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $7.04K | Sell |
72
-33
| -31% | -$3.23K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $11.8K | Hold |
105
| – | – | ﹤0.01% | 1796 |
|
|
2024
Q3 | $12.1K | Buy |
105
+12
| +13% | +$1.38K | ﹤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% | +$106K | ﹤0.01% | 953 |
|
|
2023
Q4 | $6.84K | Sell |
68
-1
| -1% | -$101 | ﹤0.01% | 1865 |
|
|
2023
Q3 | $6.25K | Buy |
69
+6
| +10% | +$544 | ﹤0.01% | 1872 |
|
|
2023
Q2 | $6.1K | Hold |
63
| – | – | ﹤0.01% | 1952 |
|
|
2023
Q1 | $6.23K | Hold |
63
| – | – | ﹤0.01% | 1983 |
|
|
2022
Q4 | $6K | Hold |
63
| – | – | ﹤0.01% | 1773 |
|
|
2022
Q3 | $6K | Sell |
63
-1,967
| -97% | -$187K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $194K | Buy |
+2,030
| New | +$194K | 0.01% | 777 |
|
|
2022
Q1 | – | Sell |
-2,115
| Closed | -$288K | – | 2653 |
|
|
2021
Q4 | $288K | Buy |
2,115
+61
| +3% | +$8.31K | 0.01% | 924 |
|
|
2021
Q3 | $242K | Hold |
2,054
| – | – | 0.01% | 848 |
|
|
2021
Q2 | $241K | Sell |
2,054
-61
| -3% | -$7.16K | 0.01% | 867 |
|
|
2021
Q1 | $215K | Buy |
+2,115
| New | +$215K | 0.01% | 1032 |
|