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Trajan Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Trajan Wealth’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,873
Closed -$210K – 165
2024
Q4 		$210K Buy
1,873
+74
+4% +$8.28K 0.01% 168
2024
Q3 		$207K Buy
+1,799
New +$207K 0.01% 174