Financial Enhancement Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-142,121
| Closed | -$2.53M | – | 308 |
|
2021
Q4 | $2.53M | Buy |
+142,121
| New | +$2.53M | 0.44% | 40 |
|
2020
Q4 | – | Sell |
-24,823
| Closed | -$586K | – | 286 |
|
2020
Q3 | $586K | Sell |
24,823
-319
| -1% | -$7.53K | 0.14% | 74 |
|
2020
Q2 | $612K | Buy |
+25,142
| New | +$612K | 0.15% | 73 |
|
2020
Q1 | – | Sell |
-112,146
| Closed | -$2.48M | – | 276 |
|
2019
Q4 | $2.48M | Buy |
+112,146
| New | +$2.48M | 0.63% | 36 |
|