Steward Partners Investment Advisory’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 |
-2,830
| Closed | -$59K | – | 4140 |
|
|
2025
Q1 | $59K | Sell |
2,830
-1,162
| -29% | -$24.2K | ﹤0.01% | 2299 |
|
|
2024
Q4 | $73.8K | Hold |
3,992
| – | – | ﹤0.01% | 2139 |
|
|
2024
Q3 | $78.2K | Buy |
3,992
+2
| +0.1% | +$39 | ﹤0.01% | 2009 |
|
|
2024
Q2 | $78.3K | Hold |
3,990
| – | – | ﹤0.01% | 1893 |
|
|
2024
Q1 | $71.9K | Buy |
+3,990
| New | +$71.9K | ﹤0.01% | 1925 |
|
|
2023
Q3 | – | Sell |
-745
| Closed | -$14K | – | 3388 |
|
|
2023
Q2 | $14K | Buy |
+745
| New | +$14K | ﹤0.01% | 2456 |
|