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Bogart Wealth LLC’s Donaldson DCI Stock Holding History

Bogart Wealth LLC’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.32K Hold
19
– – ﹤0.01% 1175
2025
Q1 		$1.27K Buy
+19
New +$1.27K ﹤0.01% 1138