Bogart Wealth LLC’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.8K Hold
900
﹤0.01% 540
2025
Q1
$26.6K Sell
900
-307
-25% -$9.07K ﹤0.01% 518
2024
Q4
$35.7K Sell
1,207
-1,033
-46% -$30.6K ﹤0.01% 472
2024
Q3
$73.2K Sell
2,240
-1,118
-33% -$36.5K ﹤0.01% 342
2024
Q2
$107K Sell
3,358
-804,666
-100% -$25.7M 0.01% 289
2024
Q1
$25.1M Buy
808,024
+22,938
+3% +$713K 1.29% 17
2023
Q4
$23.8M Buy
785,086
+97,751
+14% +$2.96M 1.34% 13
2023
Q3
$18.8M Buy
+687,335
New +$18.8M 1.16% 18