Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$9.01K | – | 2230 |
|
|
2024
Q1 | $9.01K | Hold |
500
| – | – | ﹤0.01% | 1745 |
|
|
2023
Q4 | $9.1K | Hold |
500
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q3 | $9.93K | Hold |
500
| – | – | ﹤0.01% | 1731 |
|
|
2023
Q2 | $9.38K | Hold |
500
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q1 | $10.2K | Hold |
500
| – | – | ﹤0.01% | 1833 |
|
|
2022
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 1565 |
|
|
2022
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 1557 |
|