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