Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
3,112
+173
| +6% | +$16.4K | ﹤0.01% | 670 |
|
|
2025
Q1 | $287K | Sell |
2,939
-1
| -0% | -$98 | ﹤0.01% | 650 |
|
|
2024
Q4 | $329K | Buy |
2,940
+7
| +0.2% | +$784 | ﹤0.01% | 630 |
|
|
2024
Q3 | $337K | Buy |
+2,933
| New | +$337K | ﹤0.01% | 596 |
|
|
2024
Q1 | – | Sell |
-2,081
| Closed | -$215K | – | 653 |
|
|
2023
Q4 | $215K | Sell |
2,081
-3,394
| -62% | -$351K | ﹤0.01% | 600 |
|
|
2023
Q3 | $497K | Buy |
5,475
+619
| +13% | +$56.2K | 0.01% | 393 |
|
|
2023
Q2 | $471K | Sell |
4,856
-2
| -0% | -$194 | 0.01% | 373 |
|
|
2023
Q1 | $481K | Sell |
4,858
-124
| -2% | -$12.3K | 0.01% | 363 |
|
|
2022
Q4 | $504K | Buy |
4,982
+135
| +3% | +$13.7K | 0.01% | 364 |
|
|
2022
Q3 | $438K | Buy |
+4,847
| New | +$438K | 0.01% | 357 |
|
|
2021
Q2 | – | Sell |
-2,727
| Closed | -$277K | – | 486 |
|
|
2021
Q1 | $277K | Buy |
+2,727
| New | +$277K | 0.01% | 576 |
|