Barrett & Company’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$76K Sell
2025
Q2
$84.4K Hold
2025
Q1
$71.9K Hold
2024
Q4
$85.5K Sell
2024
Q3
$94.8K Hold
2024
Q2
$90.8K Sell
2024
Q1
$117K Sell
2023
Q4
$108K Sell
2023
Q3
$113K Buy
2023
Q2
$128K Buy
2023
Q1
$126K Buy
2022
Q4
$104K Hold
2022
Q3
$104K Buy