Bogart Wealth, LLC Closed Holding Positions

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PII
Polaris Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 16, 2021
0
$95.71 - $140.51 $0 - $0
SAIC
Science Applications International Corp

Technology
Q1 2021 Filed on Apr 16, 2021
0
$80.0 - $103.1 $0 - $0
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 16, 2021
0
$42.16 - $60.27 $0 - $0
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on Apr 16, 2021
0
$22.15 - $29.93 $0 - $0
Companhia Paranaense Energ Cop Spon Adr Pfd
Q1 2021 Filed on Apr 16, 2021
0
N/A
China Mobile Limited Sponsored Adr
Q1 2021 Filed on Apr 16, 2021
0
N/A
TKR
Timken CO

Industrials
Q1 2021 Filed on Apr 16, 2021
0
$72.79 - $85.84 $0 - $0
EBR
Brazilian Electric Power CO

Utilities
Q1 2021 Filed on Apr 16, 2021
0
$4.95 - $6.88 $0 - $0
Athene Holding LTD Cl A
Q1 2021 Filed on Apr 16, 2021
0
N/A
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on Apr 16, 2021
0
$19.86 - $25.49 $0 - $0
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2021 Filed on Apr 16, 2021
470
$61.36 - $62.96 $28.8K - $29.6K
SNX
Td Synnex Corp

Technology
Q1 2021 Filed on Apr 16, 2021
0
$80.4 - $116.7 $0 - $0
AVNW
Aviat Networks, Inc.

Technology
Q1 2021 Filed on Apr 16, 2021
7
$16.7 - $35.52 $117 - $249
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2021 Filed on Apr 16, 2021
1,380
$3.55 - $4.91 $4.9K - $6.78K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q1 2021 Filed on Apr 16, 2021
3,079
$13.07 - $14.17 $40.2K - $43.6K
Allianzgi Dividend Int & Prmiu Com
Q1 2021 Filed on Apr 16, 2021
1,604
N/A
NMRK
Newmark Group, Inc.

Real Estate
Q1 2021 Filed on Apr 16, 2021
640
$6.76 - $11.21 $4.33K - $7.17K
LENB
Lennar Corporation Cl B
Q1 2021 Filed on Apr 16, 2021
2
N/A
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2021 Filed on Apr 16, 2021
1,483
$23.01 - $26.44 $34.1K - $39.2K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2021 Filed on Apr 16, 2021
8
$122.15 - $188.09 $977 - $1.5K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q4 2020 Filed on Jan 14, 2021
160
$28.76 - $32.77 $4.6K - $5.24K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q4 2020 Filed on Jan 14, 2021
468
$130.94 - $170.25 $61.3K - $79.7K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q4 2020 Filed on Jan 14, 2021
0
$6.19 - $8.59 $0 - $0
Vivint Solar Inc Com
Q4 2020 Filed on Jan 14, 2021
200
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q4 2020 Filed on Jan 14, 2021
69
$28.55 - $35.06 $1.97K - $2.42K
Ishares Comex Gold Trust
Q4 2020 Filed on Jan 14, 2021
79
N/A
BTEGF
Baytex Energy Corp.

Energy
Q4 2020 Filed on Jan 14, 2021
5,000
$0.3 - $0.66 $1.5K - $3.3K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q4 2020 Filed on Jan 14, 2021
44
$26.22 - $28.14 $1.15K - $1.24K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
Q4 2020 Filed on Jan 14, 2021
7
N/A
Dunkin Brands Group Inc Com
Q4 2020 Filed on Jan 14, 2021
55
N/A
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 06, 2020
0
$49.46 - $57.98 $0 - $0
SRC
Spirit Realty Capital, Inc.

Real Estate
Q3 2020 Filed on Oct 06, 2020
71
$31.68 - $37.51 $2.25K - $2.66K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2020 Filed on Oct 06, 2020
100
$23.99 - $27.63 $2.4K - $2.76K
PAGP
Plains Gp Holdings LP

Energy
Q3 2020 Filed on Oct 06, 2020
91
$5.65 - $8.88 $514 - $808
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
10
$1.34 - $7.28 $13.4 - $72.8
HOUS
Anywhere Real Estate Inc.

Real Estate
Q3 2020 Filed on Oct 06, 2020
376
$6.86 - $11.48 $2.58K - $4.32K
Ishares Ibonds Sep 2020 Term Muni Bond ETF
Q3 2020 Filed on Oct 06, 2020
1,343
N/A
Western Asset Mun Def Opp Tr Com
Q3 2020 Filed on Oct 06, 2020
532
N/A
Hertz Global Hldgs Inc Com
Q3 2020 Filed on Oct 06, 2020
171
N/A
Proshares Ultrapro Short Qqq
Q3 2020 Filed on Oct 06, 2020
2,000
N/A
PHYL
Pgim ETF Tr

ETFs
Q3 2020 Filed on Oct 06, 2020
50
$38.34 - $40.26 $1.92K - $2.01K
MANT
Mantech International Corp

Technology
Q2 2020 Filed on Jul 08, 2020
3
$65.08 - $86.34 $195 - $259
Tortoise Energy Infra Corp Com
Q2 2020 Filed on Jul 08, 2020
342
N/A
PDN
Invesco Fd Tr

ETFs
Q2 2020 Filed on Jul 08, 2020
0
$21.93 - $29.32 $0 - $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2020 Filed on Jul 08, 2020
0
$14.93 - $18.57 $0 - $0
Chesapeake Energy Corp Com
Q2 2020 Filed on Jul 08, 2020
3
N/A
Global X Mlp ETF
Q2 2020 Filed on Jul 08, 2020
12,407
N/A
Raytheon CO Com New
Q2 2020 Filed on Jul 08, 2020
385
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2020 Filed on Jul 08, 2020
424
$12.54 - $14.56 $5.32K - $6.17K
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