Bogart Wealth LLC’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958 | Hold |
14
| – | – | ﹤0.01% | 1230 |
|
|
2025
Q1 | $1.06K | Hold |
14
| – | – | ﹤0.01% | 1165 |
|
|
2024
Q4 | $1.53K | Hold |
14
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q3 | $1.11K | Hold |
14
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q2 | $1.02K | Hold |
14
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q1 | $1.19K | Hold |
14
| – | – | ﹤0.01% | 959 |
|
|
2023
Q4 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 932 |
|
|
2023
Q3 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 927 |
|
|
2023
Q2 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 918 |
|
|
2023
Q1 | $1.43K | Buy |
+14
| New | +$1.43K | ﹤0.01% | 957 |
|