Creative Planning’s B2Gold BTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
112,485
+672
| +0.6% | +$2.43K | ﹤0.01% | 2634 |
|
|
2025
Q1 | $319K | Buy |
111,813
+21,241
| +23% | +$60.5K | ﹤0.01% | 2690 |
|
|
2024
Q4 | $221K | Buy |
90,572
+8,248
| +10% | +$20.1K | ﹤0.01% | 2891 |
|
|
2024
Q3 | $254K | Buy |
82,324
+4,810
| +6% | +$14.8K | ﹤0.01% | 2662 |
|
|
2024
Q2 | $209K | Buy |
77,514
+7,025
| +10% | +$19K | ﹤0.01% | 2633 |
|
|
2024
Q1 | $184K | Buy |
70,489
+36,409
| +107% | +$95K | ﹤0.01% | 2583 |
|
|
2023
Q4 | $108K | Buy |
34,080
+11,403
| +50% | +$36K | ﹤0.01% | 2548 |
|
|
2023
Q3 | $65.5K | Buy |
+22,677
| New | +$65.5K | ﹤0.01% | 2439 |
|
|
2023
Q1 | – | Sell |
-19,793
| Closed | -$70.7K | – | 2557 |
|
|
2022
Q4 | $70.7K | Buy |
19,793
+1,004
| +5% | +$3.58K | ﹤0.01% | 2179 |
|
|
2022
Q3 | $61K | Sell |
18,789
-7,639
| -29% | -$24.8K | ﹤0.01% | 2079 |
|
|
2022
Q2 | $90K | Hold |
26,428
| – | – | ﹤0.01% | 1969 |
|
|
2022
Q1 | $121K | Buy |
26,428
+2,000
| +8% | +$9.16K | ﹤0.01% | 1967 |
|
|
2021
Q4 | $96K | Buy |
24,428
+1,400
| +6% | +$5.5K | ﹤0.01% | 1958 |
|
|
2021
Q3 | $79K | Hold |
23,028
| – | – | ﹤0.01% | 1955 |
|
|
2021
Q2 | $97K | Buy |
23,028
+7,742
| +51% | +$32.6K | ﹤0.01% | 1863 |
|
|
2021
Q1 | $66K | Buy |
15,286
+490
| +3% | +$2.12K | ﹤0.01% | 2237 |
|
|
2020
Q4 | $83K | Buy |
14,796
+110
| +0.7% | +$617 | ﹤0.01% | 1985 |
|
|
2020
Q3 | $96K | Sell |
14,686
-20,899
| -59% | -$137K | ﹤0.01% | 1786 |
|
|
2020
Q2 | $202K | Buy |
+35,585
| New | +$202K | ﹤0.01% | 1504 |
|
|
2018
Q4 | – | Sell |
-15,120
| Closed | -$35K | – | 1820 |
|
|
2018
Q3 | $35K | Sell |
15,120
-15,950
| -51% | -$36.9K | ﹤0.01% | 1863 |
|
|
2018
Q2 | $80K | Buy |
31,070
+10,950
| +54% | +$28.2K | ﹤0.01% | 1782 |
|
|
2018
Q1 | $55K | Sell |
20,120
-360
| -2% | -$984 | ﹤0.01% | 1791 |
|
|
2017
Q4 | $63K | Buy |
20,480
+1,120
| +6% | +$3.45K | ﹤0.01% | 1775 |
|
|
2017
Q3 | $54K | Sell |
19,360
-1,140
| -6% | -$3.18K | ﹤0.01% | 1753 |
|
|
2017
Q2 | $58K | Buy |
20,500
+2,500
| +14% | +$7.07K | ﹤0.01% | 2385 |
|
|
2017
Q1 | $51K | Sell |
18,000
-2,000
| -10% | -$5.67K | ﹤0.01% | 2440 |
|
|
2016
Q4 | $47K | Sell |
20,000
-4,450
| -18% | -$10.5K | ﹤0.01% | 2410 |
|
|
2016
Q3 | $64K | Buy |
+24,450
| New | +$64K | ﹤0.01% | 2148 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$5K | – | 1299 |
|
|
2015
Q1 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3448 |
|
|
2014
Q4 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3403 |
|
|
2014
Q3 | $6K | Buy |
+3,000
| New | +$6K | ﹤0.01% | 3130 |
|