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Bogart Wealth LLC’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Bogart Wealth LLC’s Portfolio RISR Stock Details RISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,650
Closed -$54K – 1109
2022
Q2 		$54K Buy
+1,650
New +$53.5K ﹤0.01% 276

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CHAM
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TI
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Bogart Wealth LLC's RISR Position: Q3 2022 in Review

Bogart Wealth LLC sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2022, closing a stake of 1,650 shares — an estimated $54K sold.

Bogart Wealth LLC first reported a position in RISR in Q2 2022 and held it in 1 quarter. The position peaked at $54K in Q2 2022. 25 funds tracked by Wall St. Rank hold RISR as of Q3 2022.

  • Bogart Wealth LLC reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,650 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2022, an estimated $54K.
  • Bogart Wealth LLC first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $54K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.