Bogart Wealth LLC’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33K Buy
+24
New +$1.33K ﹤0.01% 1172
2022
Q4
Sell
-444
Closed -$7K 1120
2022
Q3
$7K Buy
+444
New +$7K ﹤0.01% 631