Bogart Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Bogart Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	SELL	$49.25 - $50.96 $23,344 - $24,155	-474 Reduced 7.63%	5,741 $282,000
Q1 2023 Apr 21, 2023	BUY	$48.55 - $50.78 $301,738 - $315,597	6,215 New	6,215 $313,000
Q4 2020 Jan 14, 2021	SELL	$57.98 - $58.64 $1,333 - $1,348	-23 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$55.04 - $58.78 $1,265 - $1,351	23 New	23 $1,000

399

181M

1.2K

16.7K

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