Bdo Wealth Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 804 shares of BTAL stock, worth $11,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares

804

Previous 804 -0.0%

Holding current value

$11,786

Previous $16,000 6.25%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$19.02 - $21.49 $7,760 - $8,767	-408 Reduced 33.66%	804 $16,000
Q4 2022 Jan 27, 2023	SELL	$19.63 - $21.59 $3,160 - $3,475	-161 Reduced 11.73%	1,212 $0
Q3 2022 Nov 02, 2022	SELL	$18.42 - $21.73 $17,259 - $20,361	-937 Reduced 40.56%	1,373 $28,000
Q1 2022 May 06, 2022	SELL	$17.6 - $19.4 $72,828 - $80,277	-4,138 Reduced 64.17%	2,310 $42,000
Q4 2021 Feb 11, 2022	SELL	$16.2 - $18.1 $30,180 - $33,720	-1,863 Reduced 22.42%	6,448 $115,000
Q3 2021 Nov 09, 2021	BUY	$16.72 - $17.68 $11,687 - $12,358	699 Added 9.18%	8,311 $142,000
Q2 2021 Sep 03, 2021	SELL	$16.44 - $17.5 $10,258 - $10,920	-624 Reduced 7.58%	7,612 $129,000
Q1 2021 May 14, 2021	BUY	$16.51 - $19.58 $135,976 - $161,260	8,236 New	8,236 $141,000

Others Institutions Holding BTAL

# of Institutions

Shares Held

12.4M

Call Options Held

Put Options Held

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About AGF INVTS TR AGFIQ US MKT NEUT

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Bdo Wealth Advisors, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History