Bogart Wealth, LLC Spdr S&P Software & Services E Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Bogart Wealth, LLC holds 55 shares of XSW stock, worth $10,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Previous 97 43.3%
Holding current value
$10,729
Previous $14,000 42.86%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$142.84 - $160.77 $5,999 - $6,752
-42 Reduced 43.3%
55 $8,000
Q3 2023

Oct 30, 2023
SELL
$123.81 - $142.6 $1.41 Million - $1.62 Million
-11,358 Reduced 99.15%
97 $12,000
Q2 2023

Jul 28, 2023
BUY
$112.81 - $133.92 $54,600 - $64,817
484 Added 4.41%
11,455 $1.53 Million
Q1 2023

Apr 21, 2023
BUY
$106.52 - $130.59 $66,894 - $82,010
628 Added 6.07%
10,971 $1.35 Million
Q4 2022

Feb 06, 2023
BUY
$102.0 - $115.82 $78,948 - $89,644
774 Added 8.09%
10,343 $1.12 Million
Q3 2022

Nov 03, 2022
BUY
$105.46 - $131.64 $77,513 - $96,755
735 Added 8.32%
9,569 $1.03 Million
Q2 2022

Jul 22, 2022
BUY
$105.5 - $151.72 $50,851 - $73,129
482 Added 5.77%
8,834 $980,000
Q1 2022

Apr 22, 2022
BUY
$129.3 - $166.23 $44,867 - $57,681
347 Added 4.33%
8,352 $1.23 Million
Q4 2021

Jan 19, 2022
BUY
$159.01 - $186.85 $69,646 - $81,840
438 Added 5.79%
8,005 $1.32 Million
Q3 2021

Oct 15, 2021
BUY
$164.15 - $181.83 $1.24 Million - $1.38 Million
7,567 New
7,567 $1.3 Million

Others Institutions Holding XSW

# of Institutions
97
Shares Held
1.24M
Call Options Held
2K
Put Options Held
2K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

XSW Quotes by TradingView
  • Ticker XSW
  • Sector ETFs
  • Industry ETFs
More about XSW
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email