B. Riley Wealth Advisors’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 | $96.2K | Buy |
+13,108
| New | +$96.2K | ﹤0.01% | 924 |
|
|
2024
Q4 | $113K | Sell |
15,148
-13,348
| -47% | -$99.3K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $215K | Buy |
28,496
+746
| +3% | +$5.63K | 0.01% | 1104 |
|
|
2024
Q2 | $201K | Sell |
27,750
-10,810
| -28% | -$78.2K | 0.01% | 1242 |
|
|
2024
Q1 | $268K | Buy |
38,560
+4,810
| +14% | +$33.5K | 0.01% | 1098 |
|
|
2023
Q4 | $247K | Sell |
33,750
-4,810
| -12% | -$35.3K | 0.01% | 1140 |
|
|
2023
Q3 | $268K | Sell |
38,560
-1,750
| -4% | -$12.2K | 0.01% | 1098 |
|
|
2023
Q2 | $316K | Buy |
40,310
+3,949
| +11% | +$31K | 0.01% | 1093 |
|
|
2023
Q1 | $292K | Buy |
36,361
+4,097
| +13% | +$32.9K | 0.01% | 1077 |
|
|
2022
Q4 | $220K | Sell |
32,264
-8,290
| -20% | -$56.5K | 0.01% | 1206 |
|
|
2022
Q3 | $295K | Buy |
+40,554
| New | +$295K | 0.01% | 1009 |
|
|
2022
Q1 | – | Sell |
-14,800
| Closed | -$216K | – | 1520 |
|
|
2021
Q4 | $216K | Sell |
14,800
-6,800
| -31% | -$99.2K | 0.01% | 1240 |
|
|
2021
Q3 | $391K | Buy |
+21,600
| New | +$391K | 0.01% | 903 |
|