AE Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-14,036
| Closed | -$498K | – | 1258 |
|
2023
Q4 | $498K | Buy |
14,036
+6,096
| +77% | +$216K | ﹤0.01% | 1438 |
|
2023
Q3 | $249K | Buy |
+7,940
| New | +$249K | ﹤0.01% | 1687 |
|
2021
Q4 | – | Sell |
-5,672
| Closed | -$296K | – | 1701 |
|
2021
Q3 | $296K | Buy |
5,672
+1,033
| +22% | +$53.9K | ﹤0.01% | 1365 |
|
2021
Q2 | $276K | Buy |
+4,639
| New | +$276K | ﹤0.01% | 1371 |
|