Bogart Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

Bogart Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$60.39 - $66.42 $1,026 - $1,129	-17 Reduced 53.13%	15 $0
Q2 2023 Jul 28, 2023	SELL	$58.79 - $63.7 $470 - $509	-8 Reduced 20.0%	32 $2,000
Q1 2023 Apr 21, 2023	BUY	$58.6 - $68.24 $410 - $477	7 Added 21.21%	40 $2,000
Q4 2022 Feb 06, 2023	BUY	$56.85 - $65.72 $1,876 - $2,168	33 New	33 $2,000

146

5.14M

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