Cedar Wealth Management, LLC BTAL Holdings History
Cedar Wealth Management, LLC's AGF U.S. Market Neutral Anti-Beta Fund Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held - shares of AGF U.S. Market Neutral Anti-Beta Fund(BTAL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0% of the outstanding AGF U.S. Market Neutral Anti-Beta Fund(BTAL) stock.
The initial trade took place in 2023Q2. And since then Cedar Wealth Management, LLC has made 4 purchases of BTAL, at an average price of $19.39, for a total of 150,505.00 shares. In addition, there have been 3 sales at an average price of $19.32 for 150,505.00 shares. Based on historical transaction data and BTAL's current price of $16.68, Cedar Wealth Management, LLC's estimated gain on his BTAL holdings is $-10,576.97, reflecting a -0.36% gain to date.
Cedar Wealth Management, LLC BTAL ($16.68) Holding Chart
Cedar Wealth Management, LLC BTAL ($16.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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