WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $69K | Buy |
546
+396
| +264% | +$50K | 0.02% | 623 |
|
|
2017
Q1 | $20K | Buy |
+150
| New | +$20K | 0.01% | 882 |
|
|
2015
Q2 | – | Sell |
-21
| Closed | -$3K | – | 1697 |
|
|
2015
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 1456 |
|
|
2014
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 1753 |
|
|
2014
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1845 |
|