Abundance Wealth Counselors’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $506K | Buy |
117,885
+10,184
| +9% | +$43.7K | 0.09% | 122 |
|
2025
Q1 | $480K | Buy |
107,701
+10,517
| +11% | +$46.9K | 0.1% | 118 |
|
2024
Q4 | $544K | Sell |
97,184
-728
| -0.7% | -$4.08K | 0.12% | 112 |
|
2024
Q3 | $533K | Buy |
+97,912
| New | +$533K | 0.11% | 109 |
|
2024
Q2 | – | Sell |
-78,491
| Closed | -$377K | – | 74 |
|
2024
Q1 | $377K | Buy |
78,491
+32,258
| +70% | +$155K | 0.09% | 112 |
|
2023
Q4 | $250K | Sell |
46,233
-8,921
| -16% | -$48.2K | 0.07% | 125 |
|
2023
Q3 | $250K | Buy |
+55,154
| New | +$250K | 0.07% | 118 |
|
2023
Q2 | – | Sell |
-51,701
| Closed | -$245K | – | 74 |
|
2023
Q1 | $245K | Buy |
51,701
+10,335
| +25% | +$49K | 0.06% | 131 |
|
2022
Q4 | $254K | Sell |
41,366
-4,905
| -11% | -$30.1K | 0.07% | 125 |
|
2022
Q3 | $312K | Buy |
46,271
+5,462
| +13% | +$36.8K | 0.09% | 107 |
|
2022
Q2 | $393K | Buy |
40,809
+7,348
| +22% | +$70.8K | 0.11% | 102 |
|
2022
Q1 | $473K | Buy |
33,461
+571
| +2% | +$8.07K | 0.13% | 91 |
|
2021
Q4 | $441K | Buy |
+32,890
| New | +$441K | 0.11% | 84 |
|
2021
Q3 | – | Sell |
-23,399
| Closed | -$321K | – | 52 |
|
2021
Q2 | $321K | Buy |
23,399
+14,323
| +158% | +$196K | 0.08% | 92 |
|
2021
Q1 | $117K | Buy |
+9,076
| New | +$117K | 0.03% | 101 |
|