Bogart Wealth »

Investment Managers Ser Tr I shares owned by Bogart Wealth

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4k 200 31.83
2023-12-31 $5.5k 200 27.39
2023-09-30 $5.1k 200 25.62
2023-06-30 $5.1k 200 25.50
2023-03-31 $5.0k 200 25.05
2022-12-31 $5.1k 200 25.38
2022-09-30 $4.0k 200 20.00
2022-06-30 $5.0k 200 25.00
2022-03-31 $6.0k 200 30.00