WOSD
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WFA of San Diego’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

WFA of San Diego’s Portfolio BTAL Stock Details BTAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23.6K Buy
+1,332
New +$23.6K 0.02% 257
2024
Q3 		$43.8K Buy
2,234
+46
+2% +$902 0.04% 195
2024
Q2 		$42.9K Buy
+2,188
New +$42.9K 0.04% 195
2023
Q3 		$3.87K Buy
+195
New +$3.87K ﹤0.01% 326