OFA
Oak Family Advisors’s B2Gold BTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,500
| Closed | -$69.3K | – | 119 |
|
|
2024
Q3 | $69.3K | Sell |
22,500
-31,450
| -58% | -$96.9K | 0.02% | 127 |
|
|
2024
Q2 | $146K | Buy |
53,950
+36,438
| +208% | +$98.4K | 0.05% | 113 |
|
|
2024
Q1 | $45.7K | Buy |
+17,512
| New | +$45.7K | 0.02% | 115 |
|
|
2023
Q3 | – | Sell |
-718,698
| Closed | -$2.57M | – | 110 |
|
|
2023
Q2 | $2.57M | Sell |
718,698
-295,277
| -29% | -$1.05M | 1.22% | 28 |
|
|
2023
Q1 | $4M | Buy |
1,013,975
+365,374
| +56% | +$1.44M | 1.97% | 19 |
|
|
2022
Q4 | $2.32M | Buy |
648,601
+97,515
| +18% | +$348K | 1.24% | 28 |
|
|
2022
Q3 | $1.77M | Buy |
551,086
+239,934
| +77% | +$772K | 0.95% | 30 |
|
|
2022
Q2 | $1.06M | Buy |
311,152
+99,496
| +47% | +$337K | 0.53% | 44 |
|
|
2022
Q1 | $972K | Sell |
211,656
-1,012,346
| -83% | -$4.65M | 0.38% | 57 |
|
|
2021
Q4 | $4.81M | Buy |
1,224,002
+64,730
| +6% | +$254K | 1.8% | 10 |
|
|
2021
Q3 | $3.97M | Buy |
1,159,272
+212,981
| +23% | +$728K | 1.45% | 11 |
|
|
2021
Q2 | $3.98M | Buy |
946,291
+380,313
| +67% | +$1.6M | 1.66% | 14 |
|
|
2021
Q1 | $2.44M | Buy |
565,978
+188,407
| +50% | +$812K | 1.06% | 21 |
|
|
2020
Q4 | $2.11M | Buy |
+377,571
| New | +$2.11M | 1.09% | 19 |
|