Bogart Wealth LLC’s Interactive Brokers IBKR Stock Holding History

Bogart Wealth LLC’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.2K	Buy
2025 Q2	$1.33K	Buy
2022 Q4	–	Sell
2022 Q3	$7K	Buy