OneDigital Investment 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 | $10.7M | Sell |
603,602
-45,618
| -7% | -$807K | 0.12% | 154 |
|
|
2025
Q1 | $13.5M | Sell |
649,220
-38,219
| -6% | -$796K | 0.16% | 124 |
|
|
2024
Q4 | $12.7M | Buy |
687,439
+55,740
| +9% | +$1.03M | 0.15% | 133 |
|
|
2024
Q3 | $12.4M | Sell |
631,699
-63,915
| -9% | -$1.25M | 0.14% | 128 |
|
|
2024
Q2 | $13.6M | Buy |
695,614
+59,425
| +9% | +$1.17M | 0.17% | 110 |
|
|
2024
Q1 | $11.5M | Buy |
636,189
+665
| +0.1% | +$12K | 0.18% | 114 |
|
|
2023
Q4 | $10.8M | Buy |
+635,524
| New | +$10.8M | 0.19% | 112 |
|