Creative Planning’s BioNTech BNTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,887
Closed -$484K 2553
2023
Q1
$484K Sell
3,887
-1,663
-30% -$207K ﹤0.01% 1482
2022
Q4
$834K Sell
5,550
-4,438
-44% -$667K ﹤0.01% 1124
2022
Q3
$1.35M Sell
9,988
-1,368
-12% -$184K ﹤0.01% 831
2022
Q2
$1.69M Sell
11,356
-8,457
-43% -$1.26M ﹤0.01% 771
2022
Q1
$3.38M Buy
+19,813
New +$3.38M 0.01% 561