Goodman Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,755
| Closed | -$120K | – | 157 |
|
|
2025
Q1 | $120K | Buy |
+5,755
| New | +$120K | 0.04% | 86 |
|
|
2023
Q1 | – | Sell |
-3,243
| Closed | -$69K | – | 161 |
|
|
2022
Q4 | $69K | Sell |
3,243
-912,034
| -100% | -$19.4M | 0.04% | 69 |
|
|
2022
Q3 | $18.6M | Buy |
915,277
+909,636
| +16,125% | +$18.5M | 10.15% | 3 |
|
|
2022
Q2 | $123K | Buy |
+5,641
| New | +$123K | 0.05% | 59 |
|