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 |
|