Kelly Financial Services’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Kelly Financial Services’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	-109	Closed	-$988	–	828
2024 Q1	$988	Hold	109	–	–	﹤0.01%	679
2023 Q4	$940	Buy	109 +2	+2%	+$17	﹤0.01%	657
2023 Q3	$905	Buy	107 +1	+0.9%	+$9	﹤0.01%	633
2023 Q2	$900	Buy	106 +1	+1%	+$8	﹤0.01%	616
2023 Q1	$878	Hold	105	–	–	﹤0.01%	602
2022 Q4	$882	Buy	105 +3	+3%	+$26	﹤0.01%	575
2022 Q3	$844	Hold	102	–	–	﹤0.01%	586
2022 Q2	$907	Buy	102 +1	+1%	+$10	﹤0.01%	566
2022 Q1	$1.03K	Hold	101	–	–	﹤0.01%	570
2021 Q4	$1.06K	Buy	+101	New	+$1.06K	﹤0.01%	588

Other funds holding DALT

AWM

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

Kelly Financial Services's DALT Position: Q2 2024 in Review

Kelly Financial Services sold out of Anfield Diversified Alternatives ETF (DALT) in Q2 2024, closing a stake of 109 shares — an estimated $988 sold.

Kelly Financial Services first reported a position in DALT in Q4 2021 and held it in 10 quarters. The position peaked at $1.06K in Q4 2021. 1 fund tracked by Wall St. Rank holds DALT as of Q2 2024.

Kelly Financial Services reported no remaining Anfield Diversified Alternatives ETF position as of Q2 2024 after selling out during the quarter.
Kelly Financial Services sold 109 Anfield Diversified Alternatives ETF shares in Q2 2024, an estimated $988.
Kelly Financial Services first reported a position in Anfield Diversified Alternatives ETF in Q4 2021 and held it in 10 quarters.
Kelly Financial Services's Anfield Diversified Alternatives ETF position peaked at $1.06K in Q4 2021.
1 fund tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.