Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $762K | Sell |
6,028
-331
| -5% | -$41.8K | 0.01% | 317 |
|
|
2018
Q2 | $805K | Sell |
6,359
-525
| -8% | -$66.5K | 0.01% | 296 |
|
|
2018
Q1 | $799K | Buy |
6,884
+3,767
| +121% | +$437K | 0.01% | 298 |
|
|
2017
Q4 | $414K | Sell |
3,117
-250
| -7% | -$33.2K | ﹤0.01% | 387 |
|
|
2017
Q3 | $418K | Buy |
+3,367
| New | +$418K | 0.01% | 365 |
|
|
2015
Q4 | – | Sell |
-314
| Closed | -$43K | – | 559 |
|
|
2015
Q3 | $43K | Buy |
314
+132
| +73% | +$18.1K | ﹤0.01% | 548 |
|
|
2015
Q2 | $23K | Buy |
182
+34
| +23% | +$4.3K | ﹤0.01% | 601 |
|
|
2015
Q1 | $22K | Buy |
148
+146
| +7,300% | +$21.7K | ﹤0.01% | 541 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 781 |
|