WealthShield 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
Q3 | – | Sell |
-1,627
| Closed | -$191K | – | 413 |
|
|
2021
Q2 | $191K | Buy |
1,627
+97
| +6% | +$11.4K | 0.03% | 265 |
|
|
2021
Q1 | $100K | Buy |
+1,530
| New | +$100K | 0.02% | 340 |
|
|
2020
Q1 | – | Sell |
-2,273
| Closed | -$293K | – | 287 |
|
|
2019
Q4 | $293K | Sell |
2,273
-320
| -12% | -$41.2K | 0.14% | 139 |
|
|
2019
Q3 | $353K | Buy |
2,593
+480
| +23% | +$65.3K | 0.19% | 121 |
|
|
2019
Q2 | $272K | Buy |
+2,113
| New | +$272K | 0.16% | 123 |
|