Bogart Wealth LLC’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$464 | – | 1528 |
|
|
2025
Q1 | $464 | Hold |
15
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q4 | $513 | Hold |
15
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q3 | $517 | Hold |
15
| – | – | ﹤0.01% | 1072 |
|
|
2024
Q2 | $499 | Hold |
15
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q1 | $520 | Hold |
15
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q4 | $519 | Hold |
15
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q3 | $477 | Hold |
15
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q2 | $539 | Buy |
+15
| New | +$539 | ﹤0.01% | 985 |
|