Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $47.4K | Hold |
423
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $48.6K | Hold |
423
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $42.7K | Hold |
423
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $43.2K | Buy |
423
+4
| +1% | +$409 | 0.01% | 312 |
|
|
2023
Q4 | $43.1K | Buy |
419
+5
| +1% | +$515 | 0.01% | 297 |
|
|
2023
Q3 | $37.5K | Buy |
414
+5
| +1% | +$453 | 0.01% | 322 |
|
|
2023
Q2 | $39.6K | Buy |
409
+5
| +1% | +$484 | 0.01% | 316 |
|
|
2023
Q1 | $40K | Buy |
404
+3
| +0.7% | +$297 | 0.01% | 319 |
|
|
2022
Q4 | $40.5K | Buy |
401
+5
| +1% | +$505 | 0.01% | 315 |
|
|
2022
Q3 | $36K | Buy |
396
+4
| +1% | +$364 | 0.01% | 337 |
|
|
2022
Q2 | $37K | Buy |
392
+4
| +1% | +$378 | 0.01% | 325 |
|
|
2022
Q1 | $47K | Sell |
388
-1
| -0.3% | -$121 | 0.01% | 287 |
|
|
2021
Q4 | $53K | Buy |
389
+4
| +1% | +$545 | 0.01% | 285 |
|
|
2021
Q3 | $45K | Buy |
385
+3
| +0.8% | +$351 | 0.01% | 281 |
|
|
2021
Q2 | $45K | Sell |
382
-95
| -20% | -$11.2K | 0.01% | 283 |
|
|
2021
Q1 | $48 | Buy |
477
+6
| +1% | +$1 | 0.01% | 274 |
|
|
2020
Q4 | $40K | Buy |
471
+7
| +2% | +$594 | 0.01% | 278 |
|
|
2020
Q3 | $34K | Buy |
464
+6
| +1% | +$440 | 0.01% | 282 |
|
|
2020
Q2 | $39K | Buy |
458
+5
| +1% | +$426 | 0.02% | 271 |
|
|
2020
Q1 | $34K | Buy |
453
+4
| +0.9% | +$300 | 0.02% | 264 |
|
|
2019
Q4 | $58K | Buy |
+449
| New | +$58K | 0.02% | 236 |
|