Bogart Wealth, LLC First Tr Morningstar Dividend Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,832 shares of FDL stock, worth $78,537. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,832
Previous 1,832 -0.0%
Holding current value
$78,537
Previous $76,000 3.95%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$35.29 - $38.48 $5,328 - $5,810
-151 Reduced 7.61%
1,832 $70,000
Q4 2021

Jan 19, 2022
SELL
$32.91 - $35.56 $10,235 - $11,059
-311 Reduced 13.56%
1,983 $71,000
Q3 2018

Oct 16, 2018
SELL
$28.49 - $30.14 $6,951 - $7,354
-244 Reduced 9.61%
2,294 $68,000
Q1 2018

Apr 13, 2018
BUY
$27.43 - $31.14 $3,154 - $3,581
115 Added 4.75%
2,538 $72,000
Q4 2017

Jan 11, 2018
SELL
$28.72 - $30.44 $8,501 - $9,010
-296 Reduced 10.89%
2,423 $73,000
Q3 2017

Oct 12, 2017
BUY
$28.97 - $29.04 $78,769 - $78,959
2,719
2,719 $79,000

Others Institutions Holding FDL

# of Institutions
432
Shares Held
68.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email