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Bogart Wealth LLC’s Dream Finders Homes DFH Stock Holding History

Bogart Wealth LLC’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$1K – 1088
2022
Q3 		$1K Buy
+100
New +$1.21K ﹤0.01% 884

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CB
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TAM
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WA
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FAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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Bogart Wealth LLC's DFH Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Dream Finders Homes (DFH) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in DFH in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 92 funds tracked by Wall St. Rank hold DFH as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Dream Finders Homes position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 100 Dream Finders Homes shares in Q4 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in Dream Finders Homes in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Dream Finders Homes position peaked at $1K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.