Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.26K | Hold |
58
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $5.61K | Buy |
58
+6
| +12% | +$581 | ﹤0.01% | 547 |
|
|
2023
Q1 | $5.14K | Hold |
52
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $5.25K | Hold |
52
| – | – | ﹤0.01% | 1089 |
|
|
2022
Q3 | $4.69K | Hold |
52
| – | – | ﹤0.01% | 1083 |
|
|
2022
Q2 | $4.98K | Sell |
52
-5
| -9% | -$479 | ﹤0.01% | 1067 |
|
|
2022
Q1 | $6.96K | Buy |
57
+38
| +200% | +$4.64K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $2.59K | Hold |
19
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q3 | $2.24K | Hold |
19
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q2 | $2.23K | Hold |
19
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q1 | $1.93K | Hold |
19
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q4 | $1.62K | Hold |
19
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q3 | $1.4K | Sell |
19
-6
| -24% | -$441 | ﹤0.01% | 1109 |
|
|
2020
Q2 | $2.13K | Buy |
25
+19
| +317% | +$1.62K | ﹤0.01% | 1052 |
|
|
2020
Q1 | $448 | Buy |
+6
| New | +$448 | ﹤0.01% | 1149 |
|
|
2018
Q3 | – | Sell |
-103
| Closed | -$13K | – | 1142 |
|
|
2018
Q2 | $13K | Hold |
103
| – | – | 0.01% | 756 |
|
|
2018
Q1 | $12K | Buy |
+103
| New | +$12K | 0.01% | 763 |
|