Montag & Associates’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,386
| Closed | -$30K | – | 953 |
|
|
2022
Q3 | $30K | Hold |
4,386
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $42K | Sell |
4,386
-3,000
| -41% | -$28.7K | ﹤0.01% | 554 |
|
|
2022
Q1 | $104K | Hold |
7,386
| – | – | 0.01% | 462 |
|
|
2021
Q4 | $99K | Hold |
7,386
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $99K | Hold |
7,386
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $101K | Buy |
7,386
+3,000
| +68% | +$41K | 0.01% | 468 |
|
|
2021
Q1 | $57K | Buy |
+4,386
| New | +$57K | ﹤0.01% | 540 |
|