Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,417
| Closed | -$111K | – | 455 |
|
|
2022
Q3 | $111K | Sell |
16,417
-190
| -1% | -$1.29K | 0.01% | 434 |
|
|
2022
Q2 | $160K | Buy |
16,607
+4,154
| +33% | +$40K | 0.02% | 446 |
|
|
2022
Q1 | $176K | Buy |
12,453
+69
| +0.6% | +$975 | 0.02% | 457 |
|
|
2021
Q4 | $166K | Sell |
12,384
-141
| -1% | -$1.89K | 0.02% | 443 |
|
|
2021
Q3 | $168K | Buy |
12,525
+47
| +0.4% | +$630 | 0.02% | 451 |
|
|
2021
Q2 | $171K | Sell |
12,478
-56
| -0.4% | -$767 | 0.02% | 415 |
|
|
2021
Q1 | $162K | Buy |
12,534
+360
| +3% | +$4.65K | 0.02% | 400 |
|
|
2020
Q4 | $145K | Buy |
12,174
+437
| +4% | +$5.21K | 0.02% | 386 |
|
|
2020
Q3 | $121K | Buy |
11,737
+83
| +0.7% | +$856 | 0.02% | 340 |
|
|
2020
Q2 | $127K | Buy |
+11,654
| New | +$127K | 0.02% | 322 |
|