Atria Wealth Solutions’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Sell	18,233 -200	-1%	-$3.72K	0.01%	1057
2025 Q1	$327K	Buy	18,433 +2,933	+19%	+$59.8K	﹤0.01%	1422
2024 Q4	$321K	Hold	15,500	–	–	﹤0.01%	1507
2024 Q3	$298K	Sell	15,500 -1,300	-8%	-$24.8K	﹤0.01%	1525
2024 Q2	$334K	Buy	16,800 +2,150	+15%	+$40.3K	﹤0.01%	1448
2024 Q1	$284K	Buy	14,650 +900	+7%	+$16.2K	﹤0.01%	1588
2023 Q4	$230K	Sell	13,750 -10,384	-43%	-$168K	﹤0.01%	1683
2023 Q3	$398K	Buy	24,134 +10,534	+77%	+$186K	0.01%	1246
2023 Q2	$246K	Sell	13,600 -100	-0.7%	-$1.72K	﹤0.01%	1562
2023 Q1	$256K	Buy	+13,700	New	+$241K	﹤0.01%	1514
2022 Q2	–	Sell	-8,038	Closed	-$236K	–	1659
2022 Q1	$236K	Buy	+8,038	New	+$240K	﹤0.01%	1467