Bogart Wealth LLC’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
215
| – | – | ﹤0.01% | 980 |
|
|
2025
Q1 | $3.3K | Buy |
215
+4
| +2% | +$61 | ﹤0.01% | 976 |
|
|
2024
Q4 | $2.8K | Buy |
+211
| New | +$2.8K | ﹤0.01% | 1019 |
|
|
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 | +$1K | ﹤0.01% | 302 |
|