Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-871
| Closed | -$120K | – | 1037 |
|
|
2019
Q1 | $120K | Buy |
871
+3
| +0.3% | +$413 | 0.01% | 575 |
|
|
2018
Q4 | $102K | Buy |
868
+112
| +15% | +$13.2K | 0.01% | 594 |
|
|
2018
Q3 | $96K | Buy |
756
+5
| +0.7% | +$635 | 0.01% | 703 |
|
|
2018
Q2 | $95K | Buy |
751
+7
| +0.9% | +$885 | 0.01% | 724 |
|
|
2018
Q1 | $86K | Sell |
744
-153
| -17% | -$17.7K | 0.01% | 765 |
|
|
2017
Q4 | $119K | Buy |
897
+115
| +15% | +$15.3K | 0.01% | 647 |
|
|
2017
Q3 | $97K | Buy |
782
+49
| +7% | +$6.08K | 0.01% | 725 |
|
|
2017
Q2 | $93K | Buy |
733
+587
| +402% | +$74.5K | 0.01% | 719 |
|
|
2017
Q1 | $19K | Buy |
146
+11
| +8% | +$1.43K | ﹤0.01% | 1099 |
|
|
2016
Q4 | $19K | Buy |
135
+37
| +38% | +$5.21K | ﹤0.01% | 1035 |
|
|
2016
Q3 | $15K | Hold |
98
| – | – | ﹤0.01% | 1136 |
|
|
2016
Q2 | $16K | Hold |
98
| – | – | ﹤0.01% | 1067 |
|
|
2016
Q1 | $15K | Hold |
98
| – | – | ﹤0.01% | 1063 |
|
|
2015
Q4 | $14K | Buy |
+98
| New | +$14K | ﹤0.01% | 1088 |
|