BOGART WEALTH, LLC – Transaction History
BOGART WEALTH, LLC portfolio value:
$3.43M
portfolio value
BOGART WEALTH, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.51% | 3.22K shares | 52K | $55.81 | 61.62K |
| Q2 2022 | share | Increase | +7.55% | 4.09K shares | -676K | $57.99 | 58.40K |
| Q1 2022 | share | Increase | +21.38% | 9.56K shares | 400K | $74.82 | 54.30K |
| Q4 2021 | share | Increase | +2.41% | 527 shares | 429K | $165.03 | 22.36K |
| Q3 2021 | share | Increase | +22.41% | 3.99K shares | 630K | $148.09 | 21.84K |
| Q2 2021 | share | Increase | +10.57% | 1.70K shares | 510K | $145.82 | 17.84K |
| Q1 2021 | share | Increase | +18.29% | 2.49K shares | 343K | $129.53 | 16.13K |
| Q4 2020 | share | Increase | +47.61% | 4.4K shares | 687K | $128.03 | 13.64K |
| Q3 2020 | share | Increase | +17.27% | 1.36K shares | 264K | $114.67 | 9.24K |
| Q2 2020 | share | Increase | +13.41% | 932 shares | 247K | $100.94 | 7.88K |
| Q1 2020 | share | Increase | 0.00% | 6.94K shares | 553K | $79.05 | 6.94K |
| Q3 2018 | share | Decrease | -100.00% | -835 shares | -63K | $80.25 | 0 |
| Q2 2018 | share | 0.00% | 0 shares | 3K | $74 | 835 | |
| Q1 2018 | share | 0.00% | 0 shares | 1K | $69.87 | 835 | |
| Q4 2017 | share | Increase | 0.00% | 835 shares | 59K | $68.76 | 835 |