HM Payson & Co’s Anfield Diversified Alternatives ETF DALT Stock Holding History

HM Payson & Co’s Portfolio DALT Stock Details DALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,465	Closed	-$13.2K	–	1041
2024 Q1	$13.2K	Buy	+1,465	New	+$12.7K	﹤0.01%	797

Other funds holding DALT

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HM Payson & Co's DALT Position: Q2 2024 in Review

HM Payson & Co sold out of Anfield Diversified Alternatives ETF (DALT) in Q2 2024, closing a stake of 1,465 shares — an estimated $13.2K sold.

HM Payson & Co first reported a position in DALT in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 1 fund tracked by Wall St. Rank holds DALT as of Q2 2024.

HM Payson & Co reported no remaining Anfield Diversified Alternatives ETF position as of Q2 2024 after selling out during the quarter.
HM Payson & Co sold 1,465 Anfield Diversified Alternatives ETF shares in Q2 2024, an estimated $13.2K.
HM Payson & Co first reported a position in Anfield Diversified Alternatives ETF in Q1 2024 and held it in 1 quarter.
HM Payson & Co's Anfield Diversified Alternatives ETF position peaked at $13.2K in Q1 2024.
1 fund tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.