Bogart Wealth LLC’s Baytex Energy BTE Stock Holding History

Bogart Wealth LLC’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-5,000	Closed	-$1K	–	467
2020 Q3	$1K	Hold	5,000	–	–	﹤0.01%	402
2020 Q2	$3K	Hold	5,000	–	–	﹤0.01%	363
2020 Q1	$1K	Buy	+5,000	New	+$4.62K	﹤0.01%	381
2018 Q2	–	Sell	-9,450	Closed	-$27K	–	348
2018 Q1	$27K	Sell	9,450 -52	-0.5%	-$151	0.02%	176
2017 Q4	$29K	Sell	9,502 -1,899	-17%	-$5.59K	0.02%	176
2017 Q3	$32K	Buy	+11,401	New	+$29.9K	0.02%	164

Other funds holding BTE

Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return