Accel Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,370
| Closed | -$89.1K | – | 253 |
|
|
2023
Q1 | $89.1K | Hold |
4,370
| – | – | 0.04% | 357 |
|
|
2022
Q4 | $92.7K | Hold |
4,370
| – | – | 0.04% | 250 |
|
|
2022
Q3 | $86K | Hold |
4,370
| – | – | 0.05% | 269 |
|
|
2022
Q2 | $92K | Hold |
4,370
| – | – | 0.05% | 248 |
|
|
2022
Q1 | $80K | Hold |
4,370
| – | – | 0.04% | 284 |
|
|
2021
Q4 | $78K | Buy |
+4,370
| New | +$78K | 0.04% | 303 |
|