Blue Bell Private Wealth Management’s BlackRock Future Tech ETF BTEK Stock Holding History

Blue Bell Private Wealth Management’s Portfolio BTEK Stock Details BTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-63	Closed	-$1.73K	–	728
2024 Q2	$1.73K	Hold	63	–	–	﹤0.01%	631
2024 Q1	$1.62K	Hold	63	–	–	﹤0.01%	642
2023 Q4	$1.46K	Hold	63	–	–	﹤0.01%	645
2023 Q3	$1.29K	Hold	63	–	–	﹤0.01%	608
2023 Q2	$1.37K	Hold	63	–	–	﹤0.01%	614
2023 Q1	$1.26K	Hold	63	–	–	﹤0.01%	594
2022 Q4	$1.1K	Hold	63	–	–	﹤0.01%	620
2022 Q3	$1K	Hold	63	–	–	﹤0.01%	732
2022 Q2	$1K	Hold	63	–	–	﹤0.01%	782
2022 Q1	$2K	Buy	63 +36	+133%	+$985	﹤0.01%	731
2021 Q4	$1K	Buy	+27	New	+$970	﹤0.01%	819

Blue Bell Private Wealth Management's BTEK Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of BlackRock Future Tech ETF (BTEK) in Q3 2024, closing a stake of 63 shares — an estimated $1.73K sold.

Blue Bell Private Wealth Management first reported a position in BTEK in Q4 2021 and held it in 11 quarters. The position peaked at $2K in Q1 2022. 0 funds tracked by Wall St. Rank hold BTEK as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining BlackRock Future Tech ETF position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 63 BlackRock Future Tech ETF shares in Q3 2024, an estimated $1.73K.
Blue Bell Private Wealth Management first reported a position in BlackRock Future Tech ETF in Q4 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's BlackRock Future Tech ETF position peaked at $2K in Q1 2022.
0 funds tracked by Wall St. Rank held BlackRock Future Tech ETF as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.