Atria Wealth Solutions’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
42,025
+21,425
| +104% | +$157K | 0.01% | 1141 |
|
|
2025
Q1 | $129K | Sell |
20,600
-8,400
| -29% | -$52.6K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $216K | Sell |
29,000
-8,700
| -23% | -$64.7K | ﹤0.01% | 1753 |
|
|
2024
Q3 | $285K | Sell |
37,700
-5,880
| -13% | -$44.4K | ﹤0.01% | 1540 |
|
|
2024
Q2 | $315K | Buy |
43,580
+40
| +0.1% | +$289 | ﹤0.01% | 1458 |
|
|
2024
Q1 | $354K | Sell |
43,540
-2,160
| -5% | -$17.6K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $335K | Sell |
45,700
-3,200
| -7% | -$23.5K | ﹤0.01% | 1413 |
|
|
2023
Q3 | $340K | Hold |
48,900
| – | – | ﹤0.01% | 1330 |
|
|
2023
Q2 | $384K | Sell |
48,900
-100
| -0.2% | -$785 | 0.01% | 1287 |
|
|
2023
Q1 | $393K | Sell |
49,000
-1,800
| -4% | -$14.5K | 0.01% | 1268 |
|
|
2022
Q4 | $346K | Sell |
50,800
-1,300
| -2% | -$8.85K | 0.01% | 1268 |
|
|
2022
Q3 | $379K | Buy |
+52,100
| New | +$379K | 0.01% | 1165 |
|
|
2022
Q2 | – | Sell |
-50,100
| Closed | -$571K | – | 1883 |
|
|
2022
Q1 | $571K | Buy |
+50,100
| New | +$571K | 0.01% | 990 |
|