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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90 Hold
2
﹤0.01% 1420
2025
Q1
$75 Hold
2
﹤0.01% 1373
2024
Q4
$87 Buy
+2
New +$87 ﹤0.01% 1320
2022
Q4
Sell
-40
Closed -$1K 1129
2022
Q3
$1K Buy
+40
New +$1K ﹤0.01% 904