Bogart Wealth LLC’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.95K | Buy |
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|
2025
Q2 | $3.33K | Buy |
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|
2025
Q1 | $2.34K | Hold |
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|
2024
Q4 | $2.58K | Hold |
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|
2024
Q3 | $2.5K | Hold |
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|
2024
Q2 | $2.43K | Buy |
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|
2024
Q1 | $1.89K | Hold |
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|
2023
Q4 | $1.71K | Hold |
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|
2023
Q3 | $1.55K | Hold |
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|
2023
Q2 | $1.61K | Hold |
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|
2023
Q1 | $1.45K | Hold |
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|
2022
Q4 | $1.29K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $2K | Buy |
|