Bogart Wealth, LLC's ownership history for XLF

Bogart Wealth, LLC currently holds 2.9K shares with a market value of $156.8K. It started holding XLF on 2024-09-30. At its peak, it held 56.0K shares on 2025-06-30. Its highest holding value was $2.9M on 2025-06-30. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $111.0K on 2024-09-30. In the recent 180 days, Bogart Wealth, LLC has decreased its shares by 49.7K. In the recent year, Bogart Wealth, LLC has increased its shares by 462.