Bogart Wealth LLC’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12K | Hold |
155
| – | – | ﹤0.01% | 751 |
|
2025
Q1 | $10.8K | Sell |
155
-70
| -31% | -$4.9K | ﹤0.01% | 723 |
|
2024
Q4 | $16.9K | Sell |
225
-98
| -30% | -$7.36K | ﹤0.01% | 615 |
|
2024
Q3 | $23.5K | Sell |
323
-26,790
| -99% | -$1.95M | ﹤0.01% | 531 |
|
2024
Q2 | $1.8M | Buy |
27,113
+1,330
| +5% | +$88.5K | 0.09% | 112 |
|
2024
Q1 | $1.8M | Buy |
25,783
+1,484
| +6% | +$104K | 0.09% | 107 |
|
2023
Q4 | $1.6M | Buy |
24,299
+2,463
| +11% | +$162K | 0.09% | 112 |
|
2023
Q3 | $1.28M | Buy |
+21,836
| New | +$1.28M | 0.08% | 117 |
|