BWM
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BerganKDV Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

BerganKDV Wealth Management’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-488
Closed -$10.4K – 1068
2022
Q4 		$10.4K Buy
+488
New +$10.4K ﹤0.01% 570