Creative Planning’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 | $61.1K | Buy |
14,244
+2,749
| +24% | +$11.8K | ﹤0.01% | 3477 |
|
|
2025
Q1 | $51.3K | Buy |
+11,495
| New | +$51.3K | ﹤0.01% | 3323 |
|
|
2017
Q3 | – | Sell |
-276
| Closed | -$5K | – | 2019 |
|
|
2017
Q2 | $5K | Sell |
276
-200
| -42% | -$3.62K | ﹤0.01% | 3907 |
|
|
2017
Q1 | $8K | Hold |
476
| – | – | ﹤0.01% | 3658 |
|
|
2016
Q4 | $8K | Buy |
476
+200
| +72% | +$3.36K | ﹤0.01% | 3606 |
|
|
2016
Q3 | $4K | Buy |
+276
| New | +$4K | ﹤0.01% | 3854 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$21K | – | 4199 |
|
|
2016
Q1 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 2696 |
|
|
2015
Q4 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 2806 |
|
|
2015
Q3 | $18K | Buy |
+1,500
| New | +$18K | ﹤0.01% | 2771 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$4K | – | 1229 |
|
|
2015
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 3540 |
|
|
2013
Q3 | – | Sell |
-35
| Closed | – | – | 3209 |
|
|
2013
Q2 | $0 | Buy |
+35
| New | – | ﹤0.01% | 3065 |
|