Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.8K | Buy |
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|
2025
Q4 | $64K | Buy |
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|
2025
Q3 | $64K | Buy |
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|
2025
Q2 | $69K | Buy |
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|
2025
Q1 | $57K | Buy |
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|
2024
Q4 | $66K | Buy |
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|
2024
Q3 | $65K | Buy |
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|
2024
Q2 | $54K | Sell |
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|
2024
Q1 | $154K | Buy |
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|
2023
Q4 | $54K | Buy |
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|
2023
Q3 | $44K | Buy |
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|
2023
Q2 | $1K | Buy |
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|
2023
Q1 | $1K | Buy |
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|
2022
Q4 | $1K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $3K | Buy |
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