Bogart Wealth, LLC Columbia ETF Tr Ii Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,207 shares of XCEM stock, worth $36,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,207
Previous 2,240 46.12%
Holding current value
$36,535
Previous $73,000 52.05%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$29.6 - $32.67 $30,576 - $33,748
-1,033 Reduced 46.12%
1,207 $35,000
Q3 2024

Oct 22, 2024
SELL
$30.17 - $33.79 $33,730 - $37,777
-1,118 Reduced 33.29%
2,240 $73,000
Q2 2024

Jul 31, 2024
SELL
$29.7 - $31.92 $23.9 Million - $25.7 Million
-804,666 Reduced 99.58%
3,358 $107,000
Q1 2024

Apr 25, 2024
BUY
$28.71 - $31.12 $658,549 - $713,830
22,938 Added 2.92%
808,024 $25.1 Million
Q4 2023

Feb 06, 2024
BUY
$26.18 - $30.31 $2.56 Million - $2.96 Million
97,751 Added 14.22%
785,086 $23.8 Million
Q3 2023

Oct 30, 2023
BUY
$27.22 - $29.75 $18.7 Million - $20.4 Million
687,335 New
687,335 $18.8 Million

Others Institutions Holding XCEM

# of Institutions
164
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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