IFP Advisors’s Baytex Energy BTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-142
| Closed | -$317 | – | 4936 |
|
|
2025
Q1 | $317 | Hold |
142
| – | – | ﹤0.01% | 3551 |
|
|
2024
Q4 | $366 | Hold |
142
| – | – | ﹤0.01% | 3501 |
|
|
2024
Q3 | $422 | Sell |
142
-287
| -67% | -$853 | ﹤0.01% | 3163 |
|
|
2024
Q2 | $1.49K | Hold |
429
| – | – | ﹤0.01% | 2892 |
|
|
2024
Q1 | $1.56K | Buy |
429
+142
| +49% | +$515 | ﹤0.01% | 2758 |
|
|
2023
Q4 | $953 | Hold |
287
| – | – | ﹤0.01% | 2814 |
|
|
2023
Q3 | $1.27K | Hold |
287
| – | – | ﹤0.01% | 2948 |
|
|
2023
Q2 | $936 | Hold |
287
| – | – | ﹤0.01% | 3091 |
|
|
2023
Q1 | $1.18K | Buy |
+287
| New | +$1.18K | ﹤0.01% | 3052 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3475 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3194 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3120 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3042 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2926 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2809 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2813 |
|
|
2019
Q4 | – | Sell |
-845
| Closed | -$1K | – | 2908 |
|
|
2019
Q3 | $1K | Buy |
+845
| New | +$1K | ﹤0.01% | 2814 |
|
|
2019
Q1 | – | Sell |
-2,800
| Closed | -$5K | – | 2485 |
|
|
2018
Q4 | $5K | Buy |
+2,800
| New | +$5K | ﹤0.01% | 2774 |
|
|
2017
Q2 | – | Sell |
-504
| Closed | -$2K | – | 4046 |
|
|
2017
Q1 | $2K | Hold |
504
| – | – | ﹤0.01% | 3591 |
|
|
2016
Q4 | $2K | Hold |
504
| – | – | ﹤0.01% | 3590 |
|
|
2016
Q3 | $2K | Hold |
504
| – | – | ﹤0.01% | 3537 |
|
|
2016
Q2 | $3K | Buy |
+504
| New | +$3K | ﹤0.01% | 3313 |
|
|
2016
Q1 | – | Sell |
-966
| Closed | -$3K | – | 2485 |
|
|
2015
Q4 | $3K | Buy |
+966
| New | +$3K | ﹤0.01% | 3144 |
|