DWM
Diversify Wealth Management’s BioXcel Therapeutics BTAI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $102K | Buy |
+15,000
| New | +$102K | 0.01% | 526 |
|
2025
Q1 | – | Sell |
-40,000
| Closed | -$15.1K | – | 512 |
|
2024
Q4 | $15.1K | Hold |
40,000
| – | – | ﹤0.01% | 514 |
|
2024
Q3 | $23.2K | Hold |
40,000
| – | – | ﹤0.01% | 466 |
|
2024
Q2 | $36.8K | Buy |
+40,000
| New | +$36.8K | ﹤0.01% | 429 |
|