Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,052
| Closed | -$430K | – | 758 |
|
|
2020
Q2 | $430K | Sell |
5,052
-2
| -0% | -$170 | 0.01% | 499 |
|
|
2020
Q1 | $377K | Buy |
+5,054
| New | +$377K | 0.01% | 499 |
|
|
2018
Q2 | – | Sell |
-1,889
| Closed | -$219K | – | 798 |
|
|
2018
Q1 | $219K | Buy |
+1,889
| New | +$219K | ﹤0.01% | 715 |
|
|
2016
Q4 | – | Sell |
-1,723
| Closed | -$265K | – | 750 |
|
|
2016
Q3 | $265K | Buy |
1,723
+494
| +40% | +$76K | 0.01% | 620 |
|
|
2016
Q2 | $203K | Buy |
+1,229
| New | +$203K | 0.01% | 674 |
|
|
2014
Q3 | – | Sell |
-2,874
| Closed | -$348K | – | 963 |
|
|
2014
Q2 | $348K | Buy |
2,874
+54
| +2% | +$6.54K | 0.01% | 715 |
|
|
2014
Q1 | $324K | Buy |
2,820
+569
| +25% | +$65.4K | 0.01% | 704 |
|
|
2013
Q4 | $228K | Hold |
2,251
| – | – | 0.01% | 801 |
|
|
2013
Q3 | $228K | Sell |
2,251
-304
| -12% | -$30.8K | 0.01% | 809 |
|
|
2013
Q2 | $265K | Buy |
+2,555
| New | +$265K | 0.01% | 762 |
|