Wealthspire Advisors (New York)’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $277K | Buy |
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