BWL
CS

Bogart Wealth LLC’s Credit Suisse Group CS Stock Holding History

Bogart Wealth LLC’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-529
Closed -$471 – 1152
2023
Q1 		$471 Buy
529
+279
+112% +$248 ﹤0.01% 1043
2022
Q4 		$760 Buy
+250
New +$760 ﹤0.01% 878