BDO Wealth Advisors’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 | $15.1K | Hold |
804
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $16.4K | Sell |
804
-408
| -34% | -$8.32K | ﹤0.01% | 611 |
|
|
2022
Q4 | $25.7K | Sell |
1,212
-161
| -12% | -$3.42K | ﹤0.01% | 527 |
|
|
2022
Q3 | $28K | Sell |
1,373
-937
| -41% | -$19.1K | ﹤0.01% | 501 |
|
|
2022
Q2 | $50K | Hold |
2,310
| – | – | 0.01% | 404 |
|
|
2022
Q1 | $42K | Sell |
2,310
-4,138
| -64% | -$75.2K | ﹤0.01% | 465 |
|
|
2021
Q4 | $115K | Sell |
6,448
-1,863
| -22% | -$33.2K | 0.01% | 338 |
|
|
2021
Q3 | $142K | Buy |
8,311
+699
| +9% | +$11.9K | 0.02% | 322 |
|
|
2021
Q2 | $129K | Sell |
7,612
-624
| -8% | -$10.6K | 0.01% | 345 |
|
|
2021
Q1 | $141K | Buy |
+8,236
| New | +$141K | 0.02% | 327 |
|