Carson Wealth (CWM LLC)’s B2Gold BTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-263
| Closed | -$1K | – | 4841 |
|
|
2024
Q2 | $1K | Sell |
263
-603
| -70% | -$2.29K | ﹤0.01% | 4325 |
|
|
2024
Q1 | $2K | Hold |
866
| – | – | ﹤0.01% | 3937 |
|
|
2023
Q4 | $3K | Sell |
866
-1,078
| -55% | -$3.73K | ﹤0.01% | 3664 |
|
|
2023
Q3 | $6K | Hold |
1,944
| – | – | ﹤0.01% | 3348 |
|
|
2023
Q2 | $7K | Buy |
1,944
+314
| +19% | +$1.13K | ﹤0.01% | 3253 |
|
|
2023
Q1 | $6K | Buy |
1,630
+309
| +23% | +$1.14K | ﹤0.01% | 3187 |
|
|
2022
Q4 | $5K | Buy |
1,321
+11
| +0.8% | +$42 | ﹤0.01% | 3139 |
|
|
2022
Q3 | $4K | Buy |
1,310
+11
| +0.8% | +$34 | ﹤0.01% | 3141 |
|
|
2022
Q2 | $4K | Buy |
1,299
+1,036
| +394% | +$3.19K | ﹤0.01% | 3049 |
|
|
2022
Q1 | $1K | Hold |
263
| – | – | ﹤0.01% | 3286 |
|
|
2021
Q4 | $1K | Buy |
+263
| New | +$1K | ﹤0.01% | 3239 |
|
|
2021
Q2 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q1 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q4 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q3 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q2 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q1 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2019
Q4 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2019
Q3 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2019
Q2 | $1K | Hold |
263
| – | – | ﹤0.01% | 2730 |
|
|
2019
Q1 | $1K | Buy |
+263
| New | +$1K | ﹤0.01% | 2730 |
|