AWM
DALT

AE Wealth Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History

AE Wealth Management’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$188K Sell
2023
Q4 		$248K Sell
2023
Q3 		$349K Buy
2021
Q1 		– Sell
2020
Q4 		$124K Sell
2020
Q3 		$6.1M Buy
2020
Q2 		$5.69M Buy
2020
Q1 		$4.75M Buy
2019
Q4 		$3.62M Buy