Bogart Wealth, LLC's ownership history for IBDR

Bogart Wealth, LLC currently holds 5.6K shares with a market value of $135.7K. It started holding IBDR on 2024-09-30. At its peak, it held 6.4K shares on 2025-03-31. Its highest holding value was $155.6K on 2024-09-30. At its lowest, it held 5.6K shares on 2025-06-30, with a value of $135.4K on 2025-06-30. In the recent 180 days, Bogart Wealth, LLC has decreased its shares by 823. In the recent year, Bogart Wealth, LLC has decreased its shares by 819.