Venturi Wealth Management’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,119
| Closed | -$56.1K | – | 1040 |
|
2024
Q4 | $56.1K | Buy |
1,119
+747
| +201% | +$37.4K | ﹤0.01% | 980 |
|
2024
Q3 | $20.8K | Buy |
372
+43
| +13% | +$2.41K | ﹤0.01% | 1004 |
|
2024
Q2 | $15.6K | Buy |
329
+81
| +33% | +$3.85K | ﹤0.01% | 992 |
|
2024
Q1 | $13K | Buy |
248
+98
| +65% | +$5.15K | ﹤0.01% | 860 |
|
2023
Q4 | $7.9K | Sell |
150
-80
| -35% | -$4.21K | ﹤0.01% | 932 |
|
2023
Q3 | $10.9K | Buy |
+230
| New | +$10.9K | ﹤0.01% | 787 |
|