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Bogart Wealth LLC’s APA Corp APA Stock Holding History

Bogart Wealth LLC’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87K Buy
+44
New +$1.33K ﹤0.01% 1292
2022
Q3 		– Sell
-500
Closed -$17K – 991
2022
Q2 		$17K Buy
+500
New +$21.3K ﹤0.01% 436
2020
Q1 		– Sell
-100
Closed -$3K – 418
2019
Q4 		$3K Sell
100
-100
-50% -$2.26K ﹤0.01% 343
2019
Q3 		$5K Buy
+200
New +$4.8K ﹤0.01% 296

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State Street
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VCM
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VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return