LMKC
BTAL icon

L.M. Kohn & Company’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

L.M. Kohn & Company’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32,183
Closed -$570K – 145
2025
Q2 		$570K Buy
+32,183
New +$627K 0.15% 124
2023
Q2 		– Sell
-21,975
Closed -$448K – 239
2023
Q1 		$448K Buy
21,975
+8,178
+59% +$165K 0.19% 126
2022
Q4 		$293K Buy
+13,797
New +$286K 0.14% 159

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