BerganKDV Wealth Management’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$27 | – | 887 |
|
|
2023
Q1 | $27 | Hold |
6
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q4 | $34 | Sell |
6
-152
| -96% | -$861 | ﹤0.01% | 1030 |
|
|
2022
Q3 | $1K | Buy |
158
+3
| +2% | +$19 | ﹤0.01% | 859 |
|
|
2022
Q2 | $1K | Buy |
155
+2
| +1% | +$13 | ﹤0.01% | 876 |
|
|
2022
Q1 | $2K | Buy |
153
+3
| +2% | +$39 | ﹤0.01% | 836 |
|
|
2021
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 898 |
|
|
2021
Q3 | $2K | Buy |
150
+2
| +1% | +$27 | ﹤0.01% | 862 |
|
|
2021
Q2 | $2K | Buy |
148
+2
| +1% | +$27 | ﹤0.01% | 794 |
|
|
2021
Q1 | $2K | Buy |
146
+2
| +1% | +$27 | ﹤0.01% | 761 |
|
|
2020
Q4 | $2K | Sell |
144
-61
| -30% | -$847 | ﹤0.01% | 759 |
|
|
2020
Q3 | $2K | Sell |
205
-112
| -35% | -$1.09K | ﹤0.01% | 684 |
|
|
2020
Q2 | $3K | Buy |
317
+182
| +135% | +$1.72K | ﹤0.01% | 684 |
|
|
2020
Q1 | $1K | Hold |
135
| – | – | ﹤0.01% | 790 |
|
|
2019
Q4 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 751 |
|