CFFP
BTX

Center for Financial Planning’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Center for Financial Planning’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-600
Closed -$4.34K – 610
2024
Q2 		$4.34K Hold
600
– – ﹤0.01% 462
2024
Q1 		$4.88K Buy
+600
New +$4.88K ﹤0.01% 476