Carson Wealth (CWM LLC)’s Baytex Energy BTE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
3,220
﹤0.01% 4515
2025
Q1
$7K Hold
3,220
﹤0.01% 4262
2024
Q4
$8K Sell
3,220
-36
-1% -$89 ﹤0.01% 3973
2024
Q3
$10K Buy
3,256
+36
+1% +$111 ﹤0.01% 3766
2024
Q2
$11K Hold
3,220
﹤0.01% 3465
2024
Q1
$12K Sell
3,220
-37
-1% -$138 ﹤0.01% 3212
2023
Q4
$11K Sell
3,257
-1,517
-32% -$5.12K ﹤0.01% 3116
2023
Q3
$21K Sell
4,774
-592
-11% -$2.6K ﹤0.01% 2640
2023
Q2
$17K Buy
5,366
+3,329
+163% +$10.5K ﹤0.01% 2731
2023
Q1
$8K Buy
+2,037
New +$8K ﹤0.01% 3055