Summit Trail Advisors’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
15,841
+5,123
| +48% | +$249K | 0.01% | 566 |
|
|
2025
Q1 | $583K | Buy |
10,718
+6,516
| +155% | +$354K | 0.02% | 232 |
|
|
2024
Q4 | $212K | Buy |
+4,202
| New | +$212K | 0.01% | 345 |
|
|
2023
Q4 | – | Sell |
-15,598
| Closed | -$747K | – | 574 |
|
|
2023
Q3 | $747K | Buy |
+15,598
| New | +$747K | 0.03% | 206 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | -$1K | – | 875 |
|
|
2017
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1790 |
|