River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-76,953
| Closed | -$838K | – | 201 |
|
|
2020
Q2 | $838K | Sell |
76,953
-4,091
| -5% | -$44.6K | 0.25% | 98 |
|
|
2020
Q1 | $853K | Sell |
81,044
-6,929
| -8% | -$72.9K | 0.34% | 82 |
|
|
2019
Q4 | $1.39M | Buy |
87,973
+4,284
| +5% | +$67.5K | 0.47% | 68 |
|
|
2019
Q3 | $1.27M | Buy |
83,689
+3,122
| +4% | +$47.3K | 0.48% | 68 |
|
|
2019
Q2 | $1.15M | Buy |
80,567
+2,888
| +4% | +$41.4K | 0.45% | 70 |
|
|
2019
Q1 | $1.23M | Buy |
77,679
+853
| +1% | +$13.5K | 0.52% | 66 |
|
|
2018
Q4 | $989K | Sell |
76,826
-25,048
| -25% | -$322K | 0.44% | 71 |
|
|
2018
Q3 | $1.6M | Sell |
101,874
-504
| -0.5% | -$7.92K | 0.59% | 55 |
|
|
2018
Q2 | $1.73M | Sell |
102,378
-442
| -0.4% | -$7.46K | 0.67% | 53 |
|
|
2018
Q1 | $1.63M | Buy |
102,820
+501
| +0.5% | +$7.96K | 0.69% | 56 |
|
|
2017
Q4 | $1.86M | Sell |
102,319
-2,108
| -2% | -$38.3K | 0.77% | 48 |
|
|
2017
Q3 | $1.83M | Buy |
104,427
+4,880
| +5% | +$85.3K | 0.83% | 45 |
|
|
2017
Q2 | $1.75M | Buy |
99,547
+4,276
| +4% | +$75K | 0.81% | 44 |
|
|
2017
Q1 | $1.55M | Buy |
95,271
+8,948
| +10% | +$145K | 0.75% | 50 |
|
|
2016
Q4 | $1.43M | Buy |
86,323
+6,854
| +9% | +$113K | 0.72% | 52 |
|
|
2016
Q3 | $1.24M | Buy |
79,469
+6,111
| +8% | +$95.4K | 0.69% | 53 |
|
|
2016
Q2 | $1.23M | Buy |
73,358
+8,510
| +13% | +$143K | 0.71% | 56 |
|
|
2016
Q1 | $910K | Buy |
64,848
+38,613
| +147% | +$542K | 0.54% | 69 |
|
|
2015
Q4 | $358K | Buy |
26,235
+12,252
| +88% | +$167K | 0.23% | 116 |
|
|
2015
Q3 | $172K | Sell |
13,983
-92
| -0.7% | -$1.13K | 0.12% | 134 |
|
|
2015
Q2 | $187K | Buy |
14,075
+7
| +0% | +$93 | 0.12% | 134 |
|
|
2015
Q1 | $225K | Buy |
+14,068
| New | +$225K | 0.14% | 133 |
|