Swaine & Leidel Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.12M | Buy |
40,617
+3,694
| +10% | +$375K | 2.66% | 12 |
|
|
2020
Q4 | $3.14M | Buy |
36,923
+5,548
| +18% | +$472K | 2.28% | 25 |
|
|
2020
Q3 | $2.3M | Buy |
31,375
+901
| +3% | +$66.2K | 2.25% | 25 |
|
|
2020
Q2 | $2.6M | Buy |
30,474
+649
| +2% | +$55.3K | 2.65% | 22 |
|
|
2020
Q1 | $2.23M | Buy |
29,825
+8,814
| +42% | +$658K | 2.31% | 26 |
|
|
2019
Q4 | $2.71M | Buy |
21,011
+2,140
| +11% | +$276K | 2.26% | 28 |
|
|
2019
Q3 | $2.57M | Buy |
18,871
+2,604
| +16% | +$354K | 2.32% | 21 |
|
|
2019
Q2 | $2.1M | Buy |
+16,267
| New | +$2.1M | 2.24% | 22 |
|