Gideon Capital Advisors’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,785
| Closed | -$378K | – | 345 |
|
|
2017
Q4 | $378K | Buy |
20,785
+3,865
| +23% | +$70.3K | 0.33% | 94 |
|
|
2017
Q3 | $296K | Buy |
+16,920
| New | +$296K | 0.29% | 142 |
|
|
2017
Q2 | – | Sell |
-21,457
| Closed | -$348K | – | 260 |
|
|
2017
Q1 | $348K | Buy |
+21,457
| New | +$348K | 0.21% | 196 |
|
|
2015
Q3 | – | Sell |
-15,995
| Closed | -$212K | – | 221 |
|
|
2015
Q2 | $212K | Buy |
15,995
+3,953
| +33% | +$52.4K | 0.09% | 218 |
|
|
2015
Q1 | $192K | Buy |
+12,042
| New | +$192K | 0.08% | 211 |
|