Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1151 | $3,572 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARLINGTON TRUST CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 23.08 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM | 1154 | $3,349 | 15 | 0.00 | 0.00 | 1 | 7.14 | 03-31-2024 |