BWL
SOR

Bogart Wealth LLC’s Source Capital SOR Stock Holding History

Bogart Wealth LLC’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-190
Closed -$9K – 776
2021
Q2 		$9K Buy
+190
New +$9K ﹤0.01% 459