Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-68
| Closed | -$7K | – | 919 |
|
|
2021
Q1 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 1369 |
|
|
2020
Q3 | – | Sell |
-46
| Closed | -$4K | – | 1715 |
|
|
2020
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 1502 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1593 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1569 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1609 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1450 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1423 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1272 |
|