Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,067
| Closed | -$108K | – | 1010 |
|
2021
Q1 | $108K | Buy |
+1,067
| New | +$108K | 0.01% | 641 |
|
2020
Q2 | – | Sell |
-567
| Closed | -$42K | – | 699 |
|
2020
Q1 | $42K | Hold |
567
| – | – | 0.01% | 545 |
|
2019
Q4 | $73K | Hold |
567
| – | – | 0.01% | 469 |
|
2019
Q3 | $77K | Hold |
567
| – | – | 0.01% | 446 |
|
2019
Q2 | $73K | Hold |
567
| – | – | 0.01% | 434 |
|
2019
Q1 | $78K | Hold |
567
| – | – | 0.01% | 385 |
|
2018
Q4 | $67K | Hold |
567
| – | – | 0.01% | 377 |
|
2018
Q3 | $72K | Hold |
567
| – | – | 0.01% | 394 |
|
2018
Q2 | $72K | Hold |
567
| – | – | 0.01% | 393 |
|
2018
Q1 | $66K | Buy |
567
+189
| +50% | +$22K | 0.01% | 350 |
|
2017
Q4 | $50K | Buy |
+378
| New | +$50K | 0.01% | 369 |
|