Bogart Wealth, LLC ALERIAN MLP ETF Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 08, 2020
SELL
N/A
-23,379 Closed
0 $0
Q1 2020

Apr 20, 2020
SELL
N/A
-8,570 Reduced 26.82%
23,379 $80,000
Q4 2019

Feb 10, 2020
SELL
N/A
-2,448 Reduced 7.12%
31,949 $272,000
Q3 2019

Oct 10, 2019
SELL
N/A
-51,148 Reduced 59.79%
34,397 $314,000
Q2 2019

Jul 11, 2019
BUY
N/A
16,806 Added 24.45%
85,545 $842,000
Q1 2019

Apr 08, 2019
BUY
N/A
677 Added 0.99%
68,739 $689,000
Q4 2018

Jan 15, 2019
BUY
N/A
42,066 Added 161.82%
68,062 $594,000
Q3 2018

Oct 16, 2018
BUY
N/A
939 Added 3.75%
25,996 $278,000
Q2 2018

Jul 13, 2018
BUY
N/A
1,690 Added 7.23%
25,057 $253,000
Q1 2018

Apr 13, 2018
BUY
N/A
575 Added 2.52%
23,367 $222,000
Q4 2017

Jan 11, 2018
SELL
N/A
-39,658 Reduced 63.5%
22,792 $246,000
Q3 2017

Oct 12, 2017
SELL
N/A
-648,556 Reduced 91.22%
62,450 $708,000
Q2 2017

Sep 19, 2017
SELL
N/A
-314,199 Reduced 30.65%
711,006 $8.5 Million
Q1 2017

Sep 19, 2017
SELL
N/A
-54,158 Reduced 5.02%
1,025,205 $13 Million
Q4 2016

Aug 31, 2017
BUY
N/A
1,079,363
1,079,363 $13.6 Million
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