Bogart Wealth LLC’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82K | Hold |
19
| – | – | ﹤0.01% | 992 |
|
|
2025
Q1 | $3.28K | Hold |
19
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $3.05K | Hold |
19
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q3 | $3.24K | Hold |
19
| – | – | ﹤0.01% | 903 |
|
|
2024
Q2 | $3.2K | Hold |
19
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $2.96K | Hold |
19
| – | – | ﹤0.01% | 855 |
|
|
2023
Q4 | $2.78K | Sell |
19
-24
| -56% | -$3.51K | ﹤0.01% | 854 |
|
|
2023
Q3 | $5.26K | Buy |
43
+24
| +126% | +$2.94K | ﹤0.01% | 707 |
|
|
2023
Q2 | $2.56K | Hold |
19
| – | – | ﹤0.01% | 852 |
|
|
2023
Q1 | $2.6K | Buy |
+19
| New | +$2.6K | ﹤0.01% | 862 |
|