Blue Bell Private Wealth Management’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
$865K Sell
2025
Q2
$2.67M Sell
2025
Q1
$2.41M Sell
2024
Q4
$2.9M Buy
2024
Q3
$2.8M Buy
2024
Q2
$2.67M Buy
2024
Q1
$1.91M Buy
2023
Q4
$664K Buy
2023
Q3
$197K Buy
2023
Q2
$116K Sell
2023
Q1
$126K Sell
2022
Q4
$156K Buy
2022
Q3
$136K Sell
2022
Q2
$156K Buy
2022
Q1
$158K Sell
2021
Q4
$346K Buy
2021
Q3
$4K Buy