Vermillion & White Wealth Management Group’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 | $343 | Hold |
19
| – | – | ﹤0.01% | 517 |
|
|
2025
Q1 | $404 | Sell |
19
-3,732
| -99% | -$79.4K | ﹤0.01% | 497 |
|
|
2024
Q4 | $69.3K | Hold |
3,751
| – | – | 0.05% | 109 |
|
|
2024
Q3 | $73.5K | Hold |
3,751
| – | – | 0.05% | 103 |
|
|
2024
Q2 | $73.6K | Hold |
3,751
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $67.6K | Sell |
3,751
-66,438
| -95% | -$1.2M | 0.05% | 101 |
|
|
2023
Q4 | $1.19M | Buy |
+70,189
| New | +$1.19M | 1.15% | 19 |
|