WealthSource Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.53M | Sell |
90,247
-351
| -0.4% | -$5.95K | 0.1% | 156 |
|
|
2023
Q3 | $1.8M | Buy |
90,598
+39
| +0% | +$775 | 0.12% | 133 |
|
|
2023
Q2 | $1.7M | Sell |
90,559
-3,737
| -4% | -$70.1K | 0.11% | 142 |
|
|
2023
Q1 | $1.92M | Sell |
94,296
-5,612
| -6% | -$114K | 0.13% | 128 |
|
|
2022
Q4 | $2.12M | Buy |
+99,908
| New | +$2.12M | 0.15% | 111 |
|