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Catalyst Wealth Management, LLC

SEC CIK
0001936191
Latest filing
Apr 11, 2023

FRT holding history

Federal Realty Investment Trust in every 13F filed by Catalyst Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRT overviewAll 13F holders of FRTFull Q1 2023 holdings

Shares (Q1 2023)
2,057
Value
$203.3K
% of portfolio
0.2%
Quarters held
2
Since Q4 2022
Holdings of FRT by Catalyst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20232,057$203.3K0.2%−473−18.7%ReducedHolders
Q4 20222,530$255.6K0.2%–No prior filingHolders