Avestar Capital’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.33M | Sell |
131,725
-4,418
| -3% | -$78.2K | 0.16% | 95 |
|
2025
Q1 | $2.84M | Sell |
136,143
-32,148
| -19% | -$670K | 0.25% | 70 |
|
2024
Q4 | $3.21M | Sell |
168,291
-3,039
| -2% | -$58K | 0.27% | 63 |
|
2024
Q3 | $3.36M | Sell |
171,330
-5,540
| -3% | -$109K | 0.35% | 53 |
|
2024
Q2 | $3.47M | Buy |
176,870
+38,874
| +28% | +$763K | 0.36% | 53 |
|
2024
Q1 | $2.49M | Sell |
137,996
-133,756
| -49% | -$2.41M | 0.26% | 63 |
|
2023
Q4 | $4.89M | Buy |
271,752
+56,177
| +26% | +$1.01M | 0.55% | 37 |
|
2023
Q3 | $4.28M | Buy |
+215,575
| New | +$4.28M | 0.61% | 41 |
|