Caldwell Trust’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Hold |
2,000
|
|
||||
|
2025
Q1 | $12.5K | Hold |
2,000
|
|
||||
|
2024
Q4 | $14.9K | Hold |
2,000
|
|
||||
|
2024
Q3 | $15.1K | Hold |
2,000
|
|
||||
|
2024
Q2 | $14.5K | Hold |
2,000
|
|
||||
|
2024
Q1 | $16.3K | Hold |
2,000
|
|
||||
|
2023
Q4 | $14.7K | Hold |
2,000
|
|
||||
|
2023
Q3 | $13.9K | Hold |
2,000
|
|
||||
|
2023
Q2 | $15.7K | Buy |
+2,000
|
|