Bogart Wealth LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bogart Wealth LLC’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$388K	Buy
2025 Q2	$360K	Buy
2025 Q1	$247K	Sell
2024 Q4	$254K	Buy
2024 Q3	$228K	Buy
2024 Q2	$141K	Buy
2024 Q1	$119K	Buy
2023 Q4	$110K	Buy
2019 Q1	–	Sell
2018 Q4	$4K	Buy