AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-355
| Closed | -$7K | – | 385 |
|
|
2017
Q3 | $7K | Buy |
+355
| New | +$7K | 0.01% | 282 |
|
|
2017
Q2 | – | Sell |
-355
| Closed | -$7K | – | 187 |
|
|
2017
Q1 | $7K | Hold |
355
| – | – | 0.01% | 275 |
|
|
2016
Q4 | $7K | Hold |
355
| – | – | 0.01% | 249 |
|
|
2016
Q3 | $7K | Hold |
355
| – | – | 0.01% | 234 |
|
|
2016
Q2 | $8K | Hold |
355
| – | – | 0.01% | 214 |
|
|
2016
Q1 | $8K | Buy |
+355
| New | +$8K | 0.01% | 215 |
|