Koshinski Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,300
| Closed | -$242K | – | 593 |
|
|
2023
Q4 | $242K | Sell |
14,300
-24,648
| -63% | -$418K | 0.04% | 440 |
|
|
2023
Q3 | $774K | Hold |
38,948
| – | – | 0.09% | 231 |
|
|
2023
Q2 | $731K | Sell |
38,948
-17,181
| -31% | -$322K | 0.08% | 258 |
|
|
2023
Q1 | $1.15M | Buy |
56,129
+44,308
| +375% | +$904K | 0.11% | 186 |
|
|
2022
Q4 | $251K | Buy |
+11,821
| New | +$251K | 0.02% | 505 |
|