Pathstone Family Office’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $82.6K | Sell |
18,197
-2,513
| -12% | -$11.4K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $96.3K | Buy |
+20,710
| New | +$96.3K | ﹤0.01% | 1189 |
|
|
2023
Q1 | – | Sell |
-20,910
| Closed | -$97.8K | – | 1223 |
|
|
2022
Q4 | $97.8K | Buy |
+20,910
| New | +$97.8K | ﹤0.01% | 1443 |
|
|
2022
Q3 | – | Sell |
-29,342
| Closed | -$283K | – | 1452 |
|
|
2022
Q2 | $283K | Buy |
29,342
+5,837
| +25% | +$56.3K | 0.01% | 818 |
|
|
2022
Q1 | $332K | Sell |
23,505
-6,194
| -21% | -$87.5K | 0.01% | 706 |
|
|
2021
Q4 | $399K | Sell |
29,699
-17,428
| -37% | -$234K | 0.01% | 622 |
|
|
2021
Q3 | $632K | Sell |
47,127
-8,274
| -15% | -$111K | 0.02% | 435 |
|
|
2021
Q2 | $760K | Buy |
55,401
+31,896
| +136% | +$438K | 0.02% | 342 |
|
|
2021
Q1 | $303K | Buy |
+23,505
| New | +$303K | 0.01% | 480 |
|