CWM
Cedar Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-91,441
| Closed | -$1.69M | – | 196 |
|
|
2024
Q4 | $1.69M | Buy |
+91,441
| New | +$1.69M | 0.61% | 19 |
|
|
2024
Q3 | – | Sell |
-58,914
| Closed | -$1.16M | – | 269 |
|
|
2024
Q2 | $1.16M | Hold |
58,914
| – | – | 0.38% | 38 |
|
|
2024
Q1 | $1.06M | Sell |
58,914
-150
| -0.3% | -$2.7K | 0.35% | 38 |
|
|
2023
Q4 | $1M | Buy |
59,064
+18,047
| +44% | +$306K | 0.36% | 37 |
|
|
2023
Q3 | $815K | Buy |
41,017
+19,987
| +95% | +$397K | 0.32% | 43 |
|
|
2023
Q2 | $395K | Buy |
+21,030
| New | +$395K | 0.15% | 72 |
|