Bogart Wealth LLC’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.6K | Buy |
470
+20
| +4% | +$791 | ﹤0.01% | 642 |
|
2025
Q1 | $6.37K | Buy |
450
+250
| +125% | +$3.54K | ﹤0.01% | 848 |
|
2024
Q4 | $3.59K | Hold |
200
| – | – | ﹤0.01% | 958 |
|
2024
Q3 | $2.32K | Hold |
200
| – | – | ﹤0.01% | 952 |
|
2024
Q2 | $2.34K | Hold |
200
| – | – | ﹤0.01% | 909 |
|
2024
Q1 | $1.06K | Hold |
200
| – | – | ﹤0.01% | 962 |
|
2023
Q4 | $658 | Hold |
200
| – | – | ﹤0.01% | 985 |
|
2023
Q3 | $980 | Hold |
200
| – | – | ﹤0.01% | 958 |
|
2023
Q2 | $1.36K | Hold |
200
| – | – | ﹤0.01% | 923 |
|
2023
Q1 | $1.82K | Hold |
200
| – | – | ﹤0.01% | 917 |
|
2022
Q4 | $2.05K | Buy |
+200
| New | +$2.05K | ﹤0.01% | 791 |
|