Bogart Wealth LLC’s Sound Equity Dividend Income ETF DIVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-262
| Closed | -$6.71K | – | 1467 |
|
|
2025
Q1 | $6.71K | Hold |
262
| – | – | ﹤0.01% | 840 |
|
|
2024
Q4 | $6.68K | Hold |
262
| – | – | ﹤0.01% | 816 |
|
|
2024
Q3 | $7.08K | Hold |
262
| – | – | ﹤0.01% | 762 |
|
|
2024
Q2 | $6.59K | Hold |
262
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $7.09K | Buy |
+262
| New | +$7.09K | ﹤0.01% | 700 |
|