Veritable’s Federal Realty Investment Trust FRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,052	Closed	-$430K	–	760
2020 Q2	$430K	Sell	5,052 -2	-0%	-$161	0.01%	499
2020 Q1	$377K	Buy	+5,054	New	+$582K	0.01%	502
2018 Q2	–	Sell	-1,889	Closed	-$219K	–	806
2018 Q1	$219K	Buy	+1,889	New	+$223K	﹤0.01%	722
2016 Q4	–	Sell	-1,723	Closed	-$265K	–	754
2016 Q3	$265K	Buy	1,723 +494	+40%	+$79.9K	0.01%	625
2016 Q2	$203K	Buy	+1,229	New	+$191K	0.01%	676
2014 Q3	–	Sell	-2,874	Closed	-$348K	–	967
2014 Q2	$348K	Buy	2,874 +54	+2%	+$6.38K	0.01%	719
2014 Q1	$324K	Buy	2,820 +569	+25%	+$62.2K	0.01%	708
2013 Q4	$228K	Hold	2,251	–	–	0.01%	805
2013 Q3	$228K	Sell	2,251 -304	-12%	-$31.1K	0.01%	814
2013 Q2	$265K	Buy	+2,555	New	+$282K	0.01%	767