Meritage Portfolio 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
2024
Q1
Sell
-33,371
Closed -$180K 340
2023
Q4
$180K Buy
33,371
+720
+2% +$3.88K 0.01% 328
2023
Q3
$148K Sell
32,651
-1,219
-4% -$5.53K 0.01% 321
2023
Q2
$157K Buy
33,870
+5,507
+19% +$25.5K 0.01% 334
2023
Q1
$134K Buy
+28,363
New +$134K 0.01% 308
2018
Q2
Sell
-202,263
Closed -$3.21M 207
2018
Q1
$3.21M Buy
202,263
+1,735
+0.9% +$27.6K 0.31% 139
2017
Q4
$3.65M Sell
200,528
-3,225
-2% -$58.7K 0.35% 124
2017
Q3
$3.56M Buy
203,753
+63,647
+45% +$1.11M 0.35% 124
2017
Q2
$2.46M Sell
140,106
-2,049
-1% -$35.9K 0.25% 147
2017
Q1
$2.31M Sell
142,155
-5,725
-4% -$92.9K 0.24% 145
2016
Q4
$2.44M Buy
+147,880
New +$2.44M 0.27% 140