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Bogart Wealth LLC’s MSCI MSCI Stock Holding History

Bogart Wealth LLC’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.6K Buy
20
+14
+233% +$8.14K ﹤0.01% 760
2025
Q1 		$3.39K Buy
6
+1
+20% +$566 ﹤0.01% 968
2024
Q4 		$3K Buy
+5
New +$3K ﹤0.01% 1008