VisionPoint Advisory 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
Q1 | – | Sell |
-4,827
| Closed | -$88.9K | – | 222 |
|
|
2024
Q4 | $88.9K | Buy |
4,827
+2,037
| +73% | +$37.5K | 0.03% | 241 |
|
|
2024
Q3 | $54.7K | Sell |
2,790
-3
| -0.1% | -$59 | 0.02% | 233 |
|
|
2024
Q2 | $54.8K | Buy |
2,793
+61
| +2% | +$1.2K | 0.02% | 259 |
|
|
2024
Q1 | $49.2K | Sell |
2,732
-901
| -25% | -$16.2K | 0.02% | 268 |
|
|
2023
Q4 | $61.6K | Buy |
+3,633
| New | +$61.6K | 0.02% | 222 |
|
|
2023
Q3 | – | Sell |
-4,945
| Closed | -$92.8K | – | 711 |
|
|
2023
Q2 | $92.8K | Buy |
+4,945
| New | +$92.8K | 0.04% | 180 |
|