Ownership history in Bogart Wealth, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Bogart Wealth, LLC reported a position in HOST HOTELS & RESORTS INC COM (HST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
Timing score: 25% (1/4 decisions correct). Average cost basis: $15.06. Maximum drawdown during holding period: β44.6%.
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $15.06 (2019 Q4) Β· Worst: $15.06 (2019 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 4 trims. Bought during 0 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size