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Bogart Wealth LLC’s Barclays BCS Stock Holding History

Bogart Wealth LLC’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.55K Hold
215
– – ﹤0.01% 1086
2025
Q4 		$5.47K Sell
215
-400
-65% -$8.86K ﹤0.01% 974
2025
Q3 		$12.7K Buy
615
+400
+186% +$7.92K ﹤0.01% 777
2025
Q2 		$4K Hold
215
– – ﹤0.01% 985
2025
Q1 		$3.3K Buy
215
+4
+2% +$60 ﹤0.01% 985
2024
Q4 		$2.8K Buy
+211
New +$2.73K ﹤0.01% 1026
2018
Q2 		– Sell
-127
Closed -$1K – 346
2018
Q1 		$1K Hold
127
– – ﹤0.01% 317
2017
Q4 		$1K Hold
127
– – ﹤0.01% 308
2017
Q3 		$1K Buy
+127
New +$1.26K ﹤0.01% 302

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return