Tiedemann 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
$1.27M Buy
13,841
+45
+0.3% +$4.13K 0.05% 103
2023
Q2
$1.35M Buy
13,796
+47
+0.3% +$4.6K 0.06% 97
2023
Q1
$1.37M Buy
13,749
+41
+0.3% +$4.1K 0.06% 96
2022
Q4
$1.39M Buy
13,708
+49
+0.4% +$4.95K 0.07% 96
2022
Q3
$1.23M Sell
13,659
-8,158
-37% -$735K 0.07% 98
2022
Q2
$2.09M Hold
21,817
0.16% 66
2022
Q1
$2.71M Hold
21,817
0.14% 75
2021
Q4
$3M Buy
21,817
+189
+0.9% +$26K 0.15% 74
2021
Q3
$2.58M Buy
21,628
+151
+0.7% +$18K 0.14% 74
2021
Q2
$2.54M Hold
21,477
0.1% 93
2021
Q1
$2.2M Buy
21,477
+29
+0.1% +$2.97K 0.1% 99
2020
Q4
$1.85M Hold
21,448
0.09% 103
2020
Q3
$1.6M Hold
21,448
0.08% 143
2020
Q2
$1.85M Sell
21,448
-3
-0% -$259 0.1% 118
2020
Q1
$1.62M Buy
21,451
+16
+0.1% +$1.21K 0.11% 113
2019
Q4
$2.78M Sell
21,435
-16
-0.1% -$2.08K 0.13% 90
2019
Q3
$2.94M Buy
21,451
+16
+0.1% +$2.2K 0.14% 95
2019
Q2
$2.78M Sell
21,435
-126
-0.6% -$16.4K 0.14% 87
2019
Q1
$2.99M Hold
21,561
0.14% 103
2018
Q4
$2.57M Buy
21,561
+126
+0.6% +$15K 0.13% 113
2018
Q3
$2.73M Hold
21,435
0.16% 90
2018
Q2
$2.73M Hold
21,435
0.17% 90
2018
Q1
$2.51M Hold
21,435
0.17% 81
2017
Q4
$2.87M Sell
21,435
-25
-0.1% -$3.35K 0.22% 65
2017
Q3
$3.3M Sell
21,460
-125
-0.6% -$19.2K 0.3% 68
2017
Q2
$2.73M Sell
21,585
-53
-0.2% -$6.7K 0.2% 97
2017
Q1
$2.89M Buy
21,638
+88
+0.4% +$11.7K 0.24% 87
2016
Q4
$3.06M Buy
+21,550
New +$3.06M 0.31% 67