Bogart Wealth LLC’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.8K | Hold |
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|
2025
Q2 | $40.3K | Buy |
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|
2025
Q1 | $36.8K | Hold |
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|
2024
Q4 | $38.9K | Hold |
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|
2024
Q3 | $37.2K | Hold |
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|
2024
Q2 | $33.1K | Hold |
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|
2024
Q1 | $36.8K | Hold |
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|
2023
Q4 | $38.6K | Hold |
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|
2023
Q3 | $35.4K | Hold |
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|
2023
Q2 | $32.5K | Hold |
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|
2023
Q1 | $33.6K | Hold |
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|
2022
Q4 | $32.5K | Hold |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $28K | Buy |
|