Mutual Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42,998
| Closed | -$862K | – | 1176 |
|
|
2025
Q1 | $862K | Buy |
42,998
+31,932
| +289% | +$640K | 0.02% | 502 |
|
|
2024
Q4 | $199K | Sell |
11,066
-1,707
| -13% | -$30.7K | 0.01% | 1028 |
|
|
2024
Q3 | $252K | Buy |
+12,773
| New | +$252K | 0.01% | 970 |
|
|
2023
Q4 | – | Sell |
-37,418
| Closed | -$743K | – | 1010 |
|
|
2023
Q3 | $743K | Buy |
37,418
+1,037
| +3% | +$20.6K | 0.03% | 496 |
|
|
2023
Q2 | $683K | Buy |
36,381
+11,799
| +48% | +$221K | 0.03% | 544 |
|
|
2023
Q1 | $501K | Buy |
+24,582
| New | +$501K | 0.02% | 616 |
|