CWM
Cadence Wealth Management’s B2Gold BTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
310,492
+18,603
| +6% | +$67.2K | 0.74% | 15 |
|
|
2025
Q1 | $832K | Buy |
291,889
+54,193
| +23% | +$154K | 0.61% | 17 |
|
|
2024
Q4 | $580K | Buy |
237,696
+7,990
| +3% | +$19.5K | 0.38% | 25 |
|
|
2024
Q3 | $707K | Buy |
229,706
+336
| +0.1% | +$1.04K | 0.58% | 19 |
|
|
2024
Q2 | $619K | Buy |
229,370
+59,297
| +35% | +$160K | 0.43% | 22 |
|
|
2024
Q1 | $444K | Buy |
170,073
+2,639
| +2% | +$6.89K | 0.46% | 23 |
|
|
2023
Q4 | $529K | Buy |
167,434
+21,210
| +15% | +$67K | 0.42% | 20 |
|
|
2023
Q3 | $423K | Buy |
146,224
+51,669
| +55% | +$149K | 0.35% | 23 |
|
|
2023
Q2 | $338K | Buy |
94,555
+33,453
| +55% | +$119K | 0.33% | 21 |
|
|
2023
Q1 | $241K | Buy |
61,102
+26,968
| +79% | +$106K | 0.25% | 27 |
|
|
2022
Q4 | $122K | Buy |
34,134
+7,126
| +26% | +$25.4K | 0.1% | 26 |
|
|
2022
Q3 | $87K | Buy |
+27,008
| New | +$87K | 0.08% | 29 |
|