Bogart Wealth LLC’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Hold |
1,001
| – | – | ﹤0.01% | 386 |
|
|
2025
Q1 | $62.2K | Hold |
1,001
| – | – | ﹤0.01% | 380 |
|
|
2024
Q4 | $67.6K | Hold |
1,001
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $66.4K | Hold |
1,001
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $61.3K | Hold |
1,001
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $63.6K | Hold |
1,001
| – | – | ﹤0.01% | 347 |
|
|
2023
Q4 | $58.9K | Buy |
1,001
+400
| +67% | +$23.5K | ﹤0.01% | 350 |
|
|
2023
Q3 | $31.1K | Buy |
601
+100
| +20% | +$5.17K | ﹤0.01% | 413 |
|
|
2023
Q2 | $26.9K | Hold |
501
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $25.7K | Buy |
501
+300
| +149% | +$15.4K | ﹤0.01% | 418 |
|
|
2022
Q4 | $9.97K | Buy |
+201
| New | +$9.97K | ﹤0.01% | 548 |
|