BWL
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Bogart Wealth LLC’s Arm ARM Stock Holding History

Bogart Wealth LLC’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.5K Buy
658
+608
+1,216% +$73.8K ﹤0.01% 362
2025
Q4 		$5.47K Hold
50
– – ﹤0.01% 975
2025
Q3 		$7.08K Sell
50
-20
-29% -$2.91K ﹤0.01% 898
2025
Q2 		$11.3K Hold
70
– – ﹤0.01% 770
2025
Q1 		$7.47K Sell
70
-191
-73% -$26.6K ﹤0.01% 828
2024
Q4 		$32.2K Buy
261
+27
+12% +$3.81K ﹤0.01% 490
2024
Q3 		$33.5K Sell
234
-30
-11% -$4.26K ﹤0.01% 474
2024
Q2 		$43.2K Buy
264
+173
+190% +$21.5K ﹤0.01% 433
2024
Q1 		$11.4K Buy
+91
New +$9.64K ﹤0.01% 622

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Invesco
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SGA
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AI
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ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return