XWM
Xcel Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
36,403
-267
| -0.7% | -$25.4K | 0.98% | 30 |
|
|
2025
Q1 | $3.59M | Sell |
36,670
-565
| -2% | -$55.3K | 1.12% | 27 |
|
|
2024
Q4 | $4.17M | Buy |
37,235
+8
| +0% | +$896 | 1.16% | 25 |
|
|
2024
Q3 | $4.28M | Sell |
37,227
-2,860
| -7% | -$329K | 1.25% | 22 |
|
|
2024
Q2 | $4.05M | Sell |
40,087
-103
| -0.3% | -$10.4K | 1.27% | 25 |
|
|
2024
Q1 | $4.1M | Sell |
40,190
-575
| -1% | -$58.7K | 1.28% | 21 |
|
|
2023
Q4 | $4.2M | Sell |
40,765
-247
| -0.6% | -$25.5K | 1.47% | 20 |
|
|
2023
Q3 | $3.72M | Sell |
41,012
-1,075
| -3% | -$97.4K | 1.47% | 20 |
|
|
2023
Q2 | $4.07M | Buy |
42,087
+1,610
| +4% | +$156K | 1.29% | 21 |
|
|
2023
Q1 | $4M | Buy |
40,477
+2,605
| +7% | +$257K | 1.41% | 20 |
|
|
2022
Q4 | $3.83M | Buy |
37,872
+2,650
| +8% | +$268K | 1.51% | 20 |
|
|
2022
Q3 | $3.17M | Buy |
+35,222
| New | +$3.17M | 1.18% | 27 |
|
|
2022
Q2 | – | Sell |
-1,650
| Closed | -$201K | – | 131 |
|
|
2022
Q1 | $201K | Hold |
1,650
| – | – | 0.06% | 136 |
|
|
2021
Q4 | $225K | Buy |
+1,650
| New | +$225K | 0.06% | 138 |
|