Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-469
| Closed | -$52.5K | – | 1043 |
|
|
2024
Q4 | $52.5K | Buy |
469
+333
| +245% | +$37.3K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $15.6K | Hold |
136
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q2 | $13.7K | Buy |
136
+22
| +19% | +$2.22K | ﹤0.01% | 1028 |
|
|
2024
Q1 | $11.6K | Buy |
114
+30
| +36% | +$3.06K | ﹤0.01% | 891 |
|
|
2023
Q4 | $8.66K | Buy |
84
+12
| +17% | +$1.24K | ﹤0.01% | 903 |
|
|
2023
Q3 | $6.53K | Buy |
72
+69
| +2,300% | +$6.25K | ﹤0.01% | 901 |
|
|
2023
Q2 | $291 | Buy |
+3
| New | +$291 | ﹤0.01% | 1112 |
|
|
2020
Q1 | – | Sell |
-2,506
| Closed | -$323K | – | 229 |
|
|
2019
Q4 | $323K | Sell |
2,506
-64
| -2% | -$8.25K | 0.04% | 197 |
|
|
2019
Q3 | $350K | Sell |
2,570
-26
| -1% | -$3.54K | 0.05% | 179 |
|
|
2019
Q2 | $334K | Sell |
2,596
-28
| -1% | -$3.6K | 0.05% | 189 |
|
|
2019
Q1 | $360K | Sell |
2,624
-318
| -11% | -$43.6K | 0.05% | 185 |
|
|
2018
Q4 | $343K | Buy |
+2,942
| New | +$343K | 0.06% | 180 |
|