Carolinas Wealth Consulting’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 | – | Sell |
-477
| Closed | -$9.73K | – | 1071 |
|
|
2023
Q1 | $9.73K | Buy |
+477
| New | +$9.73K | ﹤0.01% | 611 |
|
|
2022
Q4 | – | Sell |
-990
| Closed | -$20K | – | 1073 |
|
|
2022
Q3 | $20K | Buy |
+990
| New | +$20K | 0.01% | 442 |
|
|
2022
Q2 | – | Sell |
-822
| Closed | -$15K | – | 890 |
|
|
2022
Q1 | $15K | Buy |
+822
| New | +$15K | ﹤0.01% | 533 |
|