Bogart Wealth LLC’s Renaissance IPO ETF IPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99 Hold
2025
Q2
$90 Hold
2025
Q1
$75 Hold
2024
Q4
$87 Buy
2022
Q4
Sell
2022
Q3
$1K Buy