Creative Planning’s BioXcel Therapeutics BTAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-827
| Closed | -$37.3K | – | 3011 |
|
|
2024
Q1 | $37.3K | Sell |
827
-437
| -35% | -$19.7K | ﹤0.01% | 2785 |
|
|
2023
Q4 | $59.7K | Sell |
1,264
-63
| -5% | -$2.97K | ﹤0.01% | 2617 |
|
|
2023
Q3 | $53.7K | Buy |
+1,327
| New | +$53.7K | ﹤0.01% | 2461 |
|
|
2020
Q4 | – | Sell |
-406
| Closed | -$282K | – | 2116 |
|
|
2020
Q3 | $282K | Buy |
+406
| New | +$282K | ﹤0.01% | 1433 |
|
|
2020
Q2 | – | Sell |
-682
| Closed | -$244K | – | 1829 |
|
|
2020
Q1 | $244K | Sell |
682
-246
| -27% | -$88K | ﹤0.01% | 1266 |
|
|
2019
Q4 | $217K | Buy |
+928
| New | +$217K | ﹤0.01% | 1573 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$175K | – | 1885 |
|
|
2019
Q2 | $175K | Sell |
1,000
-909
| -48% | -$159K | ﹤0.01% | 1647 |
|
|
2019
Q1 | $302K | Buy |
+1,909
| New | +$302K | ﹤0.01% | 1314 |
|
|
2018
Q4 | – | Sell |
-834
| Closed | -$102K | – | 1819 |
|
|
2018
Q3 | $102K | Buy |
+834
| New | +$102K | ﹤0.01% | 1765 |
|