B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $409 | Buy |
51,548
+49
| +0.1% | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $587K | Sell |
51,499
-2,614
| -5% | -$29.8K | 0.05% | 303 |
|
|
2021
Q4 | $787K | Buy |
54,113
+7,495
| +16% | +$109K | 0.05% | 265 |
|
|
2021
Q3 | $844K | Buy |
46,618
+2,053
| +5% | +$37.2K | 0.06% | 246 |
|
|
2021
Q2 | $905K | Sell |
44,565
-5,935
| -12% | -$121K | 0.1% | 174 |
|
|
2021
Q1 | $1.03M | Buy |
+50,500
| New | +$1.03M | 0.12% | 150 |
|