Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,549
| Closed | -$328K | – | 95 |
|
|
2019
Q4 | $328K | Hold |
2,549
| – | – | 0.21% | 63 |
|
|
2019
Q3 | $347K | Hold |
2,549
| – | – | 0.25% | 55 |
|
|
2019
Q2 | $328K | Sell |
2,549
-359
| -12% | -$46.2K | 0.25% | 56 |
|
|
2019
Q1 | $401K | Sell |
2,908
-1,075
| -27% | -$148K | 0.33% | 45 |
|
|
2018
Q4 | $470K | Buy |
+3,983
| New | +$470K | 0.45% | 39 |
|