Kellett Wealth Advisors’s B2Gold BTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,500
| Closed | -$38.5K | – | 73 |
|
|
2024
Q3 | $38.5K | Hold |
12,500
| – | – | 0.03% | 69 |
|
|
2024
Q2 | $33.8K | Hold |
12,500
| – | – | 0.03% | 68 |
|
|
2024
Q1 | $32.6K | Hold |
12,500
| – | – | 0.02% | 82 |
|
|
2023
Q4 | $39.5K | Buy |
+12,500
| New | +$39.5K | 0.03% | 79 |
|
|
2023
Q2 | – | Sell |
-12,500
| Closed | -$49.3K | – | 61 |
|
|
2023
Q1 | $49.3K | Hold |
12,500
| – | – | 0.05% | 54 |
|
|
2022
Q4 | $44.6K | Hold |
12,500
| – | – | 0.04% | 53 |
|
|
2022
Q3 | $38K | Hold |
12,500
| – | – | 0.05% | 52 |
|
|
2022
Q2 | $42K | Buy |
+12,500
| New | +$42K | 0.05% | 57 |
|