Weld Capital Management’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
Q2 | – | Sell |
-15,767
| Closed | -$1.6M | – | 281 |
|
2021
Q1 | $1.6M | Buy |
+15,767
| New | +$1.6M | 0.68% | 30 |
|
2020
Q2 | – | Sell |
-18,008
| Closed | -$1.34M | – | 526 |
|
2020
Q1 | $1.34M | Buy |
+18,008
| New | +$1.34M | 0.69% | 19 |
|
2019
Q3 | – | Sell |
-4,882
| Closed | -$629K | – | 841 |
|
2019
Q2 | $629K | Buy |
4,882
+2,065
| +73% | +$266K | 0.12% | 310 |
|
2019
Q1 | $388K | Buy |
+2,817
| New | +$388K | 0.07% | 447 |
|