Wealth Alliance Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,568
| Closed | -$461K | – | 200 |
|
|
2024
Q2 | $461K | Sell |
4,568
-111
| -2% | -$11.2K | 0.1% | 115 |
|
|
2024
Q1 | $478K | Buy |
4,679
+98
| +2% | +$10K | 0.11% | 112 |
|
|
2023
Q4 | $472K | Sell |
4,581
-15
| -0.3% | -$1.55K | 0.12% | 103 |
|
|
2023
Q3 | $417K | Sell |
4,596
-478
| -9% | -$43.3K | 0.12% | 108 |
|
|
2023
Q2 | $491K | Buy |
5,074
+568
| +13% | +$55K | 0.17% | 89 |
|
|
2023
Q1 | $445K | Buy |
4,506
+2,085
| +86% | +$206K | 0.17% | 98 |
|
|
2022
Q4 | $245K | Buy |
+2,421
| New | +$245K | 0.09% | 133 |
|