Bogart Wealth LLC’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.3K | Hold |
|
|||||
|
2025
Q2 | $29.9K | Buy |
|
|||||
|
2025
Q1 | $29.3K | Hold |
|
|||||
|
2024
Q4 | $27.3K | Hold |
|
|||||
|
2024
Q3 | $26K | Buy |
|
|||||
|
2024
Q2 | $4.92K | Hold |
|
|||||
|
2024
Q1 | $5.12K | Hold |
|
|||||
|
2023
Q4 | $5.14K | Hold |
|
|||||
|
2023
Q3 | $4.48K | Hold |
|
|||||
|
2023
Q2 | $4.14K | Hold |
|
|||||
|
2023
Q1 | $3.66K | Buy |
|