LPL Financial’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $7.56M | Sell |
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|
2024
Q3 | $8.83M | Buy |
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|
2024
Q2 | $7.28M | Sell |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $5.05M | Sell |
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|
2023
Q3 | $9.41M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $21.8M | Buy |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $5.99M | Buy |
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|
2022
Q2 | $3.5M | Buy |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $676K | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $625K | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $313K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $331K | Buy |
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